New and improved RecordkeeperDirect TPA website | American Funds

News & Announcements

November 27, 2018

New and improved RecordkeeperDirect TPA website


The RecordkeeperDirect® Third-Party Administrator website has been enhanced. The improved website features a new look and upgrades, including:


  • Transactional pages similar to the plan sponsor website so you can help clients process their payrolls and navigate the site.
  • A convenient task list showing distribution requests waiting on your approval.
  • Access to Plan Review and Investment Review reports, participant quarterly statements and forfeiture and expense account histories.
  • The flexibility to create tailored notes for each plan.

Your user ID and password for the RecordkeeperDirect TPA website have not changed. If you have any questions, please call us at (800) 421-6019.

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. 

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.

American Funds Distributors, Inc., member FINRA.