Price-It Tool℠: Preliminary Fee Quote
Estimate preliminary plan costs with Price-It and help your clients choose the right retirement plan solution and share class for their plans.
For PlanPremier®-TPA, log in and click the Price-It Tool link in the Preliminary Fee Quote section of the PartnerLink summary page.
For RecordkeeperDirect®, log in and click the Price-It Tool link in the footer of the Home Page.
PlanPremier–TPA
PRE-SALE
PlanPremier–TPA Program Highlights (PDF)
POST-SALE
PlanPremier–TPA Roles and Responsibilities (PDF)
PlanPremier-TPA Payroll Bridge Vendor Network List (PDF)
Managing Your Retirement Plan Account participant brochure (PDF)
RecordkeeperDirect
PRE-SALE
RecordkeeperDirect–American Funds Program Highlights (PDF)
POST-SALE
Installation Kit for Commission-Based Financial Professionals
Installation Kit for Fee-Based Financial Professionals
ACH Authorization for Financial Intermediary Compensation (PDF)
Fee Payment Authorization (PDF)
RecordkeeperDirect Roles and Responsibilities (PDF)
Accessing Your Account participant brochure (PDF)