Get the latest updates for your company’s retirement plan.
PlanPremier®-TPA
Express delivery fee change
The express delivery fee for participant distribution and loan checks will increase from $30 to $40 effective September 3, 2024. Express delivery services are offered through FedEx® or USPS Priority Mail® and can be requested by participants through our online distribution request process.
New report for missing participants
A new quarterly report will be automatically sent to help you identify any participants who may have an invalid mailing address.
View Locating missing plan participants to learn how you can help ensure that participants receive required account information, distribution checks and more.
E-delivery changes for PlanPremier
We’re enhancing our electronic delivery services of required participant statements and other important plan notices. Currently, new participants who provide a work and/or personal email address receive an initial paper notification by mail that includes information about e-delivery, including how to opt for paper delivery.
Beginning in September, statements, confirmations and plan disclosure documents for new participants with a work email provided by the plan sponsor will be delivered to the work email while the participant is active in accordance with the “wired at work” method permitted by the Department of Labor (DOL).* As a result of this change, new participants will no longer need to receive an initial paper notification by mail which may enable documents to be delivered more quickly.
Note: This enhancement does not impact current participants nor participants who only provide a personal email address. Participants who have already opted for paper delivery will continue to receive documents by mail. Additionally, no changes will be applied to 403(b) plans or plans set up with paper delivery.
Optional automated notice delivery
If a plan uses our optional automated plan notice delivery service, please note that these services will include the same changes.
* To ensure delivery via the “wired at work” method satisfies DOL rules, the work email addresses provided should:
• Provide employees with the ability to access the email and links at any location where they are reasonably expected to perform their duties as an employee, and
• Be used as an integral part of their employee duties.
Help participants save more with interactive tools
Inspire participants to save more by setting a personalized retirement goal. Our website makes it easy for participants to track their progress each time they log in ― and potentially make changes to improve their projected retirement outcome.
How to make plan notices easy
Help save time and money by streamlining the process for plan notices.
We can automatically create a range of plan notices and deliver them via email, potentially reducing plan costs, or by mail for $2.50 per mailed notice. We can also mail any plan notice that plan sponsors create and upload for $2.00 per mailed notice.
Get the latest SECURE 2.0 Act provisions updates
The SECURE 2.0 Act marked a significant step toward enabling more small business owners and employees to pursue retirement stability. Get the latest updates on our recordkeeping support to help you take advantage of key SECURE 2.0 provisions.
Our website addresses have changed
We’ve updated our retirement plan website addresses as shown below. In doing so, we hope to make it easier to do business with us, and more clearly communicate who we are and the products and services we offer. Please be sure to update your bookmarks.
Website
New address
PlanPremier
Participant
capitalgroup.com/participant/planpremier
capitalgroup.com/participant/planpremier
Plan sponsor — PlanPremier TPA
capitalgroup.com/sponsor/planpremiertpa
capitalgroup.com/sponsor/planpremiertpa