Resources

Price-It Tool: Preliminary fee quote

Estimate preliminary plan costs with our Price-It Tool 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 TPA Toolbox section of the dashboard.

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)

For RecordkeeperDirect®, log in and click the Price-It Tool link in the footer of the Home Page.

RecordkeeperDirect

PRE-SALE
RecordkeeperDirect fact sheet (PDF)

RecordkeeperDirect TPA roles and responsibilities (PDF)
 

ONBOARDING
(Online) Plan manager — Digital plan onboarding portal*

(Paper) Installation kit for commission-based financial professionals

(Paper) Installation kit for fee-based financial professionals

POST-SALE
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)

RecordkeeperDirect payroll provider network guide (PDF)

Wednesday webinars — 3 p.m. ET

Register below to join us for product updates and timely topics.

September 18: RecordkeeperDirect® plan installation

 

October 16: Cybersecurity and fraud prevention

Business development resources

Add a cash balance plan to increase tax savings and improve participant outcomes (PDF)


The state of state-sponsored retirement plans

Choose the retirement plan that's best for your business (PDF)
 

Find the solution that fits your plan (PDF)
 

How does a TPA add value to your plan? (PDF)

The value of a TPA (PDF)
 

Three factors to help find the right recordkeeper (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)

* Plan manager is not available for 403(b) plans. Use paper installation kits for 403(b) plans.

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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.