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)
You can now onboard RecordkeeperDirect® plans online with our new Plan manager tool, a digital plan setup experience designed to streamline initiation and cut down on paperwork.
Play this video to learn more about Plan manager:
Plan manager guides you through every step of the onboarding process, with many dealer requirements built in. The dashboard lets you easily keep track of each plan, and we’ll send you status notifications and reminders when action is required, so nothing gets missed. Plus, the experience makes collaboration simple, and plan sponsors can sign off on final approval requests electronically, so there’s no need to fax or scan documents. To get started, you can access the portal here.*
We appreciate your trust in Capital Group, and we’re excited to continue improving your experience. If you have any questions, please call us at (800) 421-9900.
*Login required to use Plan manager.