Resources

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)

American Funds Contacts

Wednesday Webinars

Join us for product updates and timely topics

- Register Here

Business Development Resources

- Insights for client conversations (PDF)
- How does a TPA Add Value to Your Plan? (PDF)
- The Value of a TPA (PDF)
- Why should plans pay 401(k) expenses with company assets? (PDF)
- Five actions to elevate DC plans (PDF)
- Win and retain more plans with the art of the one-meeting close (PDF)
- Cybersecurity best practices for fiduciaries (PDF)

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.