PRO
Plan manager has been enhanced!
Easily update your third-party administrator (TPA) contacts in Plan manager
Plan manager now lets TPAs update contact information with the click of a button. See how in a step-by-step process.
PRO
Featured services
Streamline participant loan processing with e-loan service from RecordkeeperDirect
TPAs and plan sponsors can process electronic loans quickly and efficiently – at no additional cost – with an electronic loan (e-loan) service available in RecordkeeperDirect®, Capital Group's retirement plan platform.
Unlock the power of AI
Position your TPA practice for success with the help of AI.
View this video to see how.
Consider these AI applications designed specifically for TPAs.
Resources and insights
PRO
Simplify retirement plan onboarding
Use our online Plan manager tool to onboard RecordkeeperDirect® retirement plans quickly and easily.
PRO
Try Capital Ideas Pro
Join the Capital Ideas Pro platform to access insights, resources and guidance to help grow your business.
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