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

PRE-SALE
PlanPremier–TPA fact sheet (PDF)

PlanPremier–TPA roles and responsibilities (PDF)
 

POST-SALE
PlanPremier-TPA payroll provider network guide (PDF)

How to enroll in your retirement plan participant brochure (PDF)

Managing your retirement plan account participant brochure (PDF)

PlanPremier websites - A better online experience (PDF)

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