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)

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

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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.