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.
PlanPremier–TPA |
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PRE-SALE POST-SALE How to enroll in your retirement plan participant brochure (PDF) Managing your retirement plan account participant brochure (PDF) |
For RecordkeeperDirect®, log in and click the Price-It Tool link in the footer of the Home Page.
RecordkeeperDirect |
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PRE-SALE POST-SALE Installation kit for fee-based financial professionals ACH authorization for financial intermediary compensation (PDF) Fee payment authorization (PDF) How to enroll in your retirement plan participant brochure (PDF) Managing your account participant brochure (PDF) Retirement plan services - RecordkeeperDirect e-distributions (PDF) |
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Business development resources
Three factors to help find the right recordkeeper (PDF)
Add a cash balance plan to increase tax savings and improve participant outcomes (PDF)
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)
Win and retain more plans with the art of the one-meeting close (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.
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American Funds Distributors, Inc., member FINRA.
This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.