Deadline for Retirement Plans to Begin January 1 | American Funds

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SEPTEMBER 18, 2018

Documents Due November 1, 2018 for Retirement Plans to Begin January 1

If you have a retirement plan sponsor client who wants to establish a PlanPremier® or RecordkeeperDirect® plan by January 1, 2019, the following documents must be received in good order by November 1, 2018:

  • For PlanPremier-Bundled and PlanPremier-TPA: the Next steps page from the back of the retirement plan proposal
  • For RecordkeeperDirect: installation paperwork

If you have any questions, please call us at (800) 421-9900.


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