TOOLS & RESOURCES

Plan manager: Plan onboarding made simple

Use our online Plan manager tool to onboard RecordkeeperDirect® retirement plans.

Straightforward set up

Get your retirement plan clients up and running easily with our Plan manager tool, a streamlined digital experience for RecordkeeperDirect that guides you through setting up each plan online.*

Watch a quick overview of Plan manager:

* Login required to use Plan manager. Tool does not support 403(b) plans; these plan types may be onboarded using paper forms. Account must be registered as Financial Advisor, Registered Investment Advisor or Financial Advisor (Dually Registered) to access Plan manager, if your account is not associated with one of these three roles, please update your role in your account profile.

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CONTACT US

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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.
Although target date portfolios are managed for investors on a projected retirement date time frame, the allocation strategy does not guarantee that investors' retirement goals will be met.
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. Use of this website and materials is also subject to approval by your home office.
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.