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On Christmas Day, the New York Stock Exchange and Capital Group’s U.S. offices will be closed.

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)

Resources

Price-It Tool: Preliminary fee quote

Estimate preliminary plan costs with our Price-It Tool and help your clients choose the right retirement plan solution and share class for their plans.

For PlanPremier®-TPA, log in and click the Price-It Tool link in the TPA Toolbox section of the dashboard.

PlanPremier–TPA

PRE-SALE
PlanPremier–TPA fact sheet (PDF)

PlanPremier–TPA roles and responsibilities (PDF)
 

POST-SALE
PlanPremier-TPA payroll provider network guide (PDF)

How to enroll in your retirement plan (VIDEO)

How to enroll in your retirement plan participant brochure (PDF)

Managing your retirement plan account participant brochure (PDF)

PlanPremier websites — A better online experience (PDF)

For RecordkeeperDirect®, log in and click the Price-It Tool link in the footer of the Home Page.

RecordkeeperDirect

PRE-SALE
RecordkeeperDirect fact sheet (PDF)

RecordkeeperDirect TPA roles and responsibilities (PDF)
 

ONBOARDING
(Online) Plan manager — Digital plan onboarding portal*

(Paper) Installation kit for commission-based financial professionals

(Paper) Installation kit for fee-based financial professionals

POST-SALE
ACH authorization for financial intermediary compensation (PDF)

Fee payment authorization (PDF)

How to enroll in your retirement plan (VIDEO)

How to enroll in your retirement plan participant brochure (PDF) 

Managing your account participant brochure (PDF)

Retirement plan services — RecordkeeperDirect e-distributions (PDF)

RecordkeeperDirect payroll provider network guide (PDF)

Payroll Integration Authorization (PDF)

Wednesday webinars — 3 p.m. ET

Register below to join us for product updates and timely topics.

January 15: Ring in the new year with reporting

February 12: Unlock the future: RecordkeeperDirect®’s latest enhancements

March 19: Plan review resources

Business development resources

Add a cash balance plan to increase tax savings and improve participant outcomes (PDF)


The state of state-sponsored retirement plans

Choose the retirement plan that's best for your business (PDF)
 

Find the solution that fits your plan (PDF)
 

How does a TPA add value to your plan? (PDF)

The value of a TPA (PDF)
 

Three factors to help find the right recordkeeper (PDF)
 

Why should plans pay 401(k) expenses with company assets? (PDF)
 

Win and retain more plans with the art of the one-meeting close (PDF)

* Plan manager is not available for 403(b) plans. Use paper installation kits for 403(b) plans.

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.
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.