In observance of the Independence Day federal holiday, the New York Stock Exchange and Capital Group’s U.S. offices will close early on Wednesday, July 3 and will be closed on Thursday, July 4. On July 3, the New York Stock Exchange (NYSE) will close at 1 p.m. (ET) and our service centers will close at 2 p.m. (ET)
For RecordkeeperDirect® and PlanPremier®-TPA, there’s a new Plan cost summary report that you can share with clients to review the costs of their plans, prove your value and strengthen your relationship. The new report features comprehensive plan data in five sections, including:
The online interface makes it easy to review and assess the data. You can also download a PDF to share with clients, which you can customize by deciding which sections to include or exclude. Plan sponsors have access only to investment results and expenses; they do not have access to the full report.
The report is updated monthly but not archived. If you’d like to refer to reports in the future, download and save PDFs. Some information will not appear for plans that have been on our recordkeeping system for less than a year.
Access the Plan cost summary
• For RecordkeeperDirect plans — Log into the TPA website and go to Plan Administration / Plans and select Plan Cost Summary in the Actions menu for a plan.
• For PlanPremier-TPA plans — Log into PartnerLink. From Home / Dashboard, click a plan number or name and then select Plan Cost Summary in the Quick Links menu.