PlanPremier is a robust retirement plan solution offering full-service value to meet the needs of any client, from startups to large plans. Employers can choose to have plan administration from Capital Group with PlanPremier-Bundled or from a third-party administrator with PlanPremier-TPA.
A plan’s investment menu is key to retirement success. PlanPremier offers broad flexibility in creating fund lineups.
Sponsors can start with our target date series with a distinctive glide path designed for better outcomes, then choose from more than 40 American Funds and hundreds of investments from dozens of respected investment managers.*
* Availability of fund families may depend on the plan's share class
PlanPremier offers a wealth of features, services and in-house support for you, sponsors and participants, including:
Who wouldn’t want more satisfied clients and increased assets under management?
PlanPremier provides customized enrollment websites and materials and ICanRetire, a participant engagement program featuring email campaigns that encourage saving with an innovative, user-friendly website.
The advantage of fixed-dollar pricing
In this chart, the PlanPremier-TPA recordkeeping fee is based on a plan with $2.5 million in assets and 50 participants. The hypothetical asset-based fee starts at the same level as the PlanPremier-TPA fee in the first year ($5,200, or 0.21% of assets) and applies the same 0.21% rate to plan assets with plan contributions of $150,000 and a growth rate of 8% added at the end of each year starting with year 2.
Take advantage of tools and resources that can help you sell and manage retirement plans.
RETIREMENT PLANALYZER
Use this one-stop resource to get fee quotes, fund lineups, client proposals and more.
WEBSITE DEMOS
Demonstrate the convenient yet robust sponsor and participant sites to prospects.
RESOURCES & TOOLS
See what we have to offer to help you prospect, sell and service retirement plans.
THE BULLETIN
Keep up to date on enhancements, news, tips and reminders.