Resources
Price-It ToolSM: 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 PlanPremier-TPA Payroll Bridge Vendor Network List (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) RecordkeeperDirect Roles and Responsibilities (PDF) Accessing Your Account participant brochure (PDF) Retirement plan services - RecordkeeperDirect e-distributions (PDF) |
Wednesday webinars
Join us for product updates and timely topics
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)
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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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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.