July 7, 2020
Simplify your retirement plan notice process
No more endless printing or stuffing envelopes. Notice delivery makes it easy to mail disclosure documents and notices to participants and help your plans fulfill their fiduciary responsibilities.
It’s one more way that Capital Group, home of American Funds, simplifies plan administration for PlanPremier® and RecordkeeperDirect®.
HOW IT WORKS
Log in to the plan administrative website. Then click Plan Notices under the Administration menu.
Using the formatting guidelines on our website, create a notice to inform employees and participants of important plan details such as default investments and fee disclosure.
Then download our template to create a participant list.
Send a notice
Upload your plan notice and participant list. Then review and submit your notice for delivery.
We’ll mail your plan notice within four business days.
Check the status of your notice and see when it’s been sent. You and plan sponsors can also view a detailed history of your past notices in one convenient place.
WHAT YOU NEED TO KNOW
How much does this service cost?
There is a flat fee of $2.00 per participant for each document that we send (up to 50 pages). These costs will be billed to the plan’s quarterly recordkeeping invoice.
Who can request to send a notice?
Designated plan sponsor contacts and TPAs have access to send notices. Other plan contacts, including the plan’s financial advisor, have access to review notice history.
Go to Notice delivery or contact your Capital Group representative to learn more.