Expand your TPA business
Manage your client's plans
PlanPremier®-TPA PartnerLink®
RecordkeeperDirect®
Our family of recordkeeping solutions leverage the services that you provide and enable your clients to tailor an investment menu that will help employees pursue their retirement goals — at a price that fits the company's needs. These plans are easy to operate and come with Capital Group's comprehensive service. It's a win-win-win: for you, your clients and their employees.
Resources
We're here to help you succeed every step of the way. In addition to our commitment to service, we offer helpful resources like our Price-It ToolSM and 401(k) educational materials. Here you'll also find the installation kit for new RecordkeeperDirect plans.
Retirement solutions
Learn more about our family of retirement plan solutions. They're designed to help you serve a broad range of clients, while providing value with flexible pricing.
Manage your client's plans
PlanPremier®-TPA PartnerLink®
RecordkeeperDirect®
News & announcements
Documents due November 1 for plans to begin January 1
To establish a retirement plan by January 1, 2022, we must receive certain documents by November 1, 2021.
Help clients complete 401(k) plan restatements
Share this guide with clients to explain Cycle 3 restatements and the value of evaluating plan design.
Remind clients about RecordkeeperDirect's improved e-distributions
Benefits include a customizable workflow, real-time approval notifications and more.
Educate clients on the SECURE Act's higher startup tax credit
Use this PDF to help new and prospective plan sponsors understand how they might benefit from the increased tax credit allowance.
Help SECURE a better future for your clients
This brochure examines key provisions of the SECURE Act that retirement plan professionals and TPAs who target the small-business market should know and understand.
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Call us to see how Capital Group can help with your retirement plan business
The Capital SystemSM
For nearly 90 years, Capital Group has helped investors pursue long-term investment success. Today, over 400,000 businesses* trust our consistent approach for better participant outcomes.
*401(k), SEP and SIMPLE plans as of 12/31/2019.
FINRA’s BrokerCheck | Check the background of American Funds Distributors, Inc., on FINRA’s BrokerCheck.
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 fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.
Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. This information is intended to highlight issues and should not be considered advice, an endorsement or a recommendation.
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.
American Funds Distributors, Inc., member FINRA.
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.