In observance of the Christmas Day federal holiday, the New York Stock Exchange and Capital Group’s U.S. offices will close early on Tuesday, December 24 and will be closed on Wednesday, December 25. On December 24, the New York Stock Exchange (NYSE) will close at 1 p.m. (ET) and our service centers will close at 2 p.m. (ET)
Manage your client’s plans
PlanPremier®-TPA PartnerLink®
RecordkeeperDirect®
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®
RecordkeeperDirect®
News & announcements
RESOURCES
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.
FINRA’s BrokerCheck | Check the background of Capital Client Group, Inc., on FINRA’s BrokerCheck.