Manage your client's plans
PlanPremier®-TPA PartnerLink®
RecordkeeperDirect®
Our family of recordkeeping solutions leverages 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 Tool 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
Educate clients about SECURE 2.0 Act's expanded startup tax credits
Small businesses may find substantial benefits from startup tax credits — one new and one enhanced.
We've made it easier for you to access year-end trust and compliance reports
You can now download a package of annual files for your RecordkeeperDirect and PlanPremier plans. Log into the TPA websites for more details.
Federal tax withholding update
Learn how a federal tax withholding update could affect participant distributions.
SECURE 2.0: A boost to retirement savings
Learn more about SECURE 2.0 with this summary of key changes to help your clients take advantage of the new provisions.
RecordkeeperDirect: Class R-6 recordkeeping fee reduction
Our plan pricing just got better. Learn how your clients will benefit.
Lifetime income illustration to be added to participant statements
RecordkeeperDirect and PlanPremier participant statements will be revised to meet SECURE Act requirements.
PlanPremier participant website enhancements
New features include financial wellness illustrations, personalized insights and the option to link to outside financial accounts.
Convenient online capabilities now available for RecordkeeperDirect
Clients can now enable online enrollment services, including ongoing beneficiary and deferral designation services.
Your security is our priority
Learn about the cybersecurity measures that Capital Group Retirement Plan Services follows to align with DOL guidelines.
Spanish-language resources for employees
Learn what's available to employees in Spanish, from live customer service to educational and investment materials.
Remind clients about RecordkeeperDirect's improved e-distributions
Benefits include a customizable workflow, real-time approval notifications and more.
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.
Contact us:
Call us to see how Capital Group can help with your retirement plan business.
The Capital SystemTM
For over 90 years, Capital Group has helped investors pursue long-term investment success. Today, more than 370,000 businesses* trust our consistent approach for better participant outcomes.
*401(k), SEP and SIMPLE plans as of 12/31/2021.
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.
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. Use of this website and materials is also subject to approval by your home office.
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.