PlanPremier-TPA

Fully loaded yet affordable

PlanPremier-TPA is a robust retirement plan solution offering full-service value to meet the needs of any client, from startups to large plans. Employers can work with the third-party administrator of their choice.

- Investments
  
  Build a better 401(k)
  
  A plan’s investment menu is key to retirement success. PlanPremier-TPA offers broad flexibility in creating fund lineups.
  
  Sponsors can start with our target date series with a distinctive glide path designed for better outcomes, then choose from more than 40 American Funds and hundreds of investments from dozens of respected investment managers.*
  
  * Availability of funds and fund families depends on the plan's share class
  
  SEE FACT SHEET FOR MORE DETAILS
- Service
  We’re here to help
  
  PlanPremier-TPA offers a wealth of features, services and support for you, sponsors and participants, including:
  
  Enrollment meeting resources
  
  Payroll integration
  
  Access to independent fiduciary service providers
  
  SEE MORE KEY FEATURES
- Participant education
  
  We’re committed to employee engagement
  
  Who wouldn’t want more satisfied clients and increased assets under management?
  
  PlanPremier-TPA provides customized enrollment websites and materials and ICanRetire, a participant engagement program featuring email campaigns that encourage saving with an innovative, user-friendly website.

Value-driven design

Fixed-dollar, transparent pricing that doesn’t increase as plan assets rise
Fee-based and commissionable share classes for a wide range of compensation options
An asset-based plan credit, for most share classes, that can reduce sponsors’ out-of-pocket costs

SEE FACT SHEET FOR MORE DETAILS

The advantage of fixed-dollar pricing

A line graph comparing Plan Premier TPA's fixed-dollar pricing to a hypothetical asset-based fee. Both approaches begin at $5,200 in the first year, but while the annual asset-based fee increases over time, Plan Premier's annual fee remains level. By the tenth year, the asset-based fee has grown to more than $14,000, while Plan Premier's fee is still $5,200.

In this chart, the PlanPremier-TPA recordkeeping fee is based on a plan with $2.5 million in assets and 50 participants. The hypothetical asset-based fee starts at the same level as the PlanPremier-TPA fee in the first year ($5,200, or 0.21% of assets) and applies the same 0.21% rate to plan assets with plan contributions of $150,000 and a growth rate of 8% added at the end of each year starting with year 2.

Help is at your fingertips

Take advantage of tools and resources that can help you service and build your business.

RESOURCES

Tools to help you succeed

Access plan forms, webinars, the Plan manager onboarding portal, the Price-lt Tool for estimated plan costs and more.

EXPLORE RESOURCES

THE BULLETIN

Get the latest updates on PlanPremier-TPA

Keep up to date on enhancements, news, tips and reminders.

SEE UPDATES

TPA ADVANTAGE

Stay updated with news for TPAs

Check your quarterly newsletter for timely announcements and helpful business-building ideas.

VIEW NEWSLETTER

WEBSITE DEMOS

Explore and show web capabilities

Demonstrate the convenient yet robust sponsor and participant sites to clients.

ACCESS DEMOS

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 mutual fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.

Although the target date portfolios are managed for investors on a projected retirement date time frame, the allocation strategy does not guarantee that investors' retirement goals will be met. Investment professionals manage the portfolio, moving it from a more growth-oriented strategy to a more income-oriented focus as the target date gets closer. The target date is the year that corresponds roughly to the year in which an investor is assumed to retire and begin taking withdrawals. Investment professionals continue to manage each portfolio for approximately 30 years after it reaches its target date.

All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.

Use of this website is intended for U.S. residents only.

Capital Client Group, Inc.

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.

Who are you ?

PLANPREMIER-TPA

A full-featured solution for plans of any size

PlanPremier®-TPA offers fixed-dollar pricing with fee-based options, vast investment flexibility and an array of premium features, services and support.

Fully loaded yet affordable

Build a better 401(k)

We’re here to help

SEE MORE KEY FEATURES

We’re committed to employee engagement