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Log in to our new TPA website to: access all your RecordkeeperDirect plans on one screen. request payment for plan and participant fees. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
Looking for a distribution form? Try our online distribution process instead of paper forms for more convenience, efficiency and safety. Participants can initiate withdrawal requests for most common distribution types from the participant website, or you can initiate requests on their behalf. Learn More.
Employers can learn about Capital Group’s retirement plan solutions, with plans to fit a range of businesses.
Submit a Roster. To submit a roster for processing at the close of the current business day, leave the Trade date field blank. Note: Rosters submitted after 4:00 p.m. Eastern time on weekdays or on weekends or holidays will be processed at the close of the next business day.
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American Funds has been helping investors pursue their financial goals since 1931. We offer mutual funds, target date funds, 401 (k)s, IRAs, and 529s.
Simply click the My profile link located at the top of the webpage and select the Change Username option. You will be directed to enter a registered username, one of your choice, that may be easier for you to remember. Click Update to complete this process.
Submit Documents. All items currently acceptable by fax may also be submitted online. We process financial requests the same day if we receive them before the close of the New York Stock Exchange (NYSE), as long as they’re complete, and non-financial requests in 1 to 5 business days.
American Funds Retirement Planning Center. Coming soon: A refreshed online participant experience. We’re excited to introduce an enhanced website with a refreshed design and convenient new features. Account login. User ID: Password: Need help logging in? Forgot your user ID? Reset password New user? Protect your account against cybercrime:
Use the SIMPLE IRA enrollment video and follow these additional steps: Schedule the meeting, then allow a 60-day enrollment period. Provide employees with applications and fund prospectuses. Provide salary deferral forms to be returned to the employer. Return the completed applications.