The PlanPremier advantage: See how our flat-rate fee compares to a hypothetical asset-based fee over 10 years
PlanPremier is evolving!
We're enhancing PlanPremier's features, services and pricing to provide a more dynamic, progressive retirement plan platform that can help meet the needs of sponsors as they change and grow.
Scroll down to learn more about new and upcoming enhancements.
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
Capital Group target date CIT series now available
PlanPremier plans with Class R-6 shares have the option of choosing a Capital Group target date collective investment trust (CIT) series as an investment option.
-
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
NEW: Enhanced service
PlanPremier now provides a dedicated relationship manager for employers with $10+ million in plan assets.
-
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.
NEW: Financial wellness
At no extra cost, ICanRetire now offers a comprehensive financial wellness program featuring behavioral analysis, digital financial coaching, customized action plans, educational resources and more.
-
Value-driven design
- Fixed-dollar, transparent pricing that doesn’t increase as plan assets rise
- Available fee discounts based on plan assets and certain plan features that may help reduce plan costs
- Fee-based and commissionable share classes for a wide range of compensation options
Upcoming pricing changes
Beginning in 2027, PlanPremier-TPA will feature enhanced recordkeeping pricing that will allow open architecture (no proprietary fund restrictions) and fee discounts based on plan assets and certain plan features.
Help is at your fingertips
Take advantage of tools and resources that can help you service and build your business.
RETIREMENT PLANALYZER
Price, compare and sell 401(k) plans
Use this one-stop resource to get fee quotes, fund lineups, client proposals and more.
WEBSITE DEMOS
Explore and show web capabilities
Demonstrate the convenient yet robust sponsor and participant sites to clients.
RESOURCES & TOOLS
More tools to help grow your practice
See what we have to offer to help you prospect, sell and service retirement plans.
THE BULLETIN
Get the latest updates on PlanPremier-TPA
Keep up to date on enhancements, news, tips and reminders.
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.