PlanPremier-TPA enrollment info

Welcome to our retirement plan enrollment experience

See how our new experience can make enrollment easier for plan sponsors and employees.

Retirement Plan Enrollment Experience Overview

Narrator:

There's an exciting new retirement plan enrollment experience at Capital Group, home of American Funds.

We've developed a process that's fast, simple, and flexible. So, enrollment is as easy as one, two, three for plan sponsors and their employees.

First, we provide ready to use templates that plan sponsors can customize to welcome employees to the plan. Then, our enrollment resources help employees learn about the benefits of their retirement plan with educational information, planning tools, and a website customized with the specific details of their plan.

We can even send a sign-up reminders to employees to help generate better participation.

Depending on your plan, you can choose from our online and paper enrollment solutions.

With online enrollment, our mobile friendly website means employees can enroll anytime, anywhere. There's even a one click option to help them enroll quickly.

Once employees have enrolled, our online retirement resources help them make the most of their plan, with planning tools for saving success.

Flexible options and easy process, and helpful savings tools and resources enable you to spend less time on enrollment and more time managing your business.

At Capital Group, we are dedicated to helping participants achieve better retirement outcomes. And it all begins with a better enrollment process.

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 Meeting electronic delivery safe harbor requirements.

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

Questions? Call us at (877) 872-5159 for assistance.

Related information

Retirement plan enrollment overview

How to enroll in your retirement plan guide (PDF)

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.
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.
Effective July 1, 2024, American Funds Distributors, Inc. was renamed 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.