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.
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
PlanPremier-TPA offers a wealth of features, services and support for you, sponsors and participants, including:
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.
The advantage of fixed-dollar pricing
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.
Take advantage of tools and resources that can help you service and build your business.
RESOURCES
Access plan forms, webinars, the Plan manager onboarding portal, the Price-lt Tool for estimated plan costs and more.
THE BULLETIN
Keep up to date on enhancements, news, tips and reminders.
TPA ADVANTAGE
Check your quarterly newsletter for timely announcements and helpful business-building ideas.
WEBSITE DEMOS
Demonstrate the convenient yet robust sponsor and participant sites to clients.