PlanPremier’s New Retirement Plan Health Dashboard | American Funds

News & Announcements

NOVEMBER 13, 2017

See the New Retirement Plan Health Dashboard and More on the Enhanced PlanPremier® PartnerLink® Website

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The Plan Health Dashboard on the PlanPremier PartnerLink site provides visual plan analytics, including participation and contribution rates, lifetime income score and investment allocations. Detailed breakdowns by different segments — such as age, gender and salary — can help track and improve the health of each plan.

In addition to the dashboard, other improvements you’ll find on PartnerLink include:

• File sharing portal — Allows advisors, plan sponsors and TPAs to share files with one another (Word, Excel,® Powerpoint®).

• Enhanced site navigation — Improved page layout and organization makes the site more intuitive.

Log in to PartnerLink

These new features are also available to plan sponsors on the Plan Service Center. In addition, the plan participant website was upgraded in November. A personalized retirement income tool and learning center can help participants evaluate and improve their retirement readiness. We have been notifying sponsors and participants about these enhancements since October.

If you have any questions, please call us at (877) 872-5159.

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. 

Content contained herein is not intended to serve as impartial investment or fiduciary advice. The content has been developed by Capital Group, which receives fees for managing, distributing and/or servicing its investments.

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