PlanPremier-Bundled enrollment info

Welcome to our retirement plan enrollment experience

Show how easy it is to enroll in this short video.

Your employer makes it easy to save

Narrator:

Your employer makes it easy to save for the future with a retirement plan from Capital Group.

It’s a valuable benefit that can help you pursue your dreams for retirement.

To learn about your plan, visit the educational website provided by your employer or your plan’s financial professional.

Here, you can explore the benefits of investing, review your plan options, including whether your employer will match your contributions, and access other helpful retirement-planning resources.

When you’re ready to enroll, simply click the button at the top of the page.

You can also enroll by downloading the Capital Group PlanPremier401k app, or by visiting the participant website.

To get started, register your account online, then, follow the prompts to enroll.

There are two key things that you’ll need to consider.

First, how much do you want to contribute? This is the amount to be deducted from each of your paychecks. You may be able to choose before-tax or Roth, after-tax contributions. If you’re not sure, click “Compare them” to learn more.

Next, what investments make sense for you?

You can build your own portfolio from the funds available in your plan, or you may be able to choose a target date fund, a single diversified fund based on a target retirement date. The mix of funds is selected by experienced investment professionals and automatically adjusts over time.

And that’s it. Easy.

Once enrolled, review your communication preference for important plan documents.

Be sure to add beneficiaries to your account too. You may be able to do that online if permitted by your plan.

You can also take advantage of ICanRetire.com, your go-to resource for tools, tips, and more to help you take control of your financial future.

Enrolling in your employer’s retirement plan is a small step that can take you far.

For questions about your plan or the enrollment process, contact your employer or call us for assistance.

Get enrollment materials delivered to your employees

We want to make the administration of your retirement plan as easy as possible. If you provide certain employee data, we’ll deliver enrollment materials to your employees and reduce the amount of administrative work for you.

See the information below to get started.

Do you enter payroll data manually?

1. Log in to Plan Service Center.

2. Begin a new payroll and add any new employees.

3. Complete the following information for all participants (including newly added employees) to ensure enrollment materials will be provided:

  • Hire/re-hire date
  • Participation date
  • Eligibility code (must be “Yes” for all eligible employees)
  • Email address

Do you use a payroll file?

Your file may need to be adjusted so we can deliver enrollment materials to your employees. Please contact us for assistance.

Do you use our eligibility tracking feature?

We automatically determine participation dates based on the data you’re providing. Just be sure the participants’ email addresses have been provided for enrollment notifications.

Delivery timing and other important information

To help us with the delivery of enrollment materials, please enter the employee participation dates as soon as possible. We’ll send enrollment materials to employees up to 30 days before or after their participation date. Please allow up to 10 days for delivery.

By providing the employee information above, you are approving the delivery of enrollment materials and acknowledge the following:

  • If you provide an employee’s email address, we’ll send enrollment materials (including links to the plan’s enrollment education website and participant fee disclosure) via email. Otherwise, these materials will be sent via mail to the employee’s address of record.
  • We will not monitor or review the addresses that you provide.
    • For undeliverable emails, enrollment materials will be mailed to the employee’s address of record.
    • For returned mail, enrollment materials will be sent to your company address.
  • As the plan sponsor, it’s your responsibility to determine whether our delivery service is appropriate for your plan and whether the method and timing of delivery complies with Department of Labor (DOL) notice requirements.
  • To satisfy DOL guidelines for electronic delivery of your plan’s fee disclosure, the email addresses you provide 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

For additional information about the DOL’s electronic delivery requirements, refer to A guide to electronic delivery of participant disclosures.

We’ll email you a weekly report that notifies you of any employees who were sent enrollment materials during the previous week.

Questions? Call your Retirement Plan Coordinator at (877) 872-5159 for assistance.

Related information

Retirement plan enrollment overview

How to enroll in your retirement plan guide

Sample enrollment guide

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.
Although 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.
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.