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Manage your client’s plans

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RecordkeeperDirect® 

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Our family of recordkeeping solutions leverages the services that you provide and enables 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®

LOG IN

RecordkeeperDirect® 

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News & announcements

RESOURCES

Retirement Plan Updates

401(K)

Plan deadlines are approaching

TPA newsletters

Q3 2024

Q2 2024

Q1 2024

Q4 2023

Emergency expense distributions for RecordkeeperDirect

Learn about this optional distribution type that we now support.

Documents due October 18 for plans that begin January 1

To establish a retirement plan by January 1, 2025, we must receive certain documents by October 18, 2024.

Annual reallocation of plan-level expense accounts discontinued

New IRS guidance on forfeitures prompts a procedural change that affects plan sponsors.

In-plan Roth conversion requests made easy for RecordkeeperDirect

Participants can now request in-plan Roth conversions using our new In-Plan Roth Conversion Request form.

Introducing online onboarding for RecordkeeperDirect plans

Take advantage of our new Plan manager tool to onboard 401(k) plans digitally.

Your security is our priority

Learn about our cybersecurity measures designed to protect you and your clients.

Introducing a new American Funds target date fund

The new 2070 target date fund has been added to the American Funds Target Date Retirement Series®.

We’ve enhanced the RecordkeeperDirect participant experience

Check out the new features and benefits in our new and improved RecordkeeperDirect website and mobile app.

Take advantage of auto enrollment and eligibility tracking services

RecordkeeperDirect plans can now take advantage of automatic enrollment services.

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.

Status of recordkeeping support for SECURE 2.0 Act provisions

Get the status of our recordkeeping support for key SECURE 2.0 Act provisions.

Contact us:

Call us to see how Capital Group can help with your retirement plan business.

call (800) 421-9900

The Capital System™

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 12/31/2023.

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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.
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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.