American Funds PlanPremier

Support retirement plans using accurate payroll and employee data

  • Sync payroll data for contributions
  • Support enrollment and plan administration
  • Improve accuracy of retirement reporting

American Funds PlanPremier

Integrating American Funds PlanPremier with Paylocity

The American Funds PlanPremier integration with Paylocity delivers a comprehensive 360° data exchange to streamline retirement plan administration. This integration enables customers to:

  • Automatically transmit employee contributions and loan repayments after each payroll
  • Keep census and employee data up to date within the American Funds platform
  • Ensure real-time updates when employees modify deferrals or initiate loan activity
  • Reduce manual data entry and improve accuracy across systems
  • Maintain alignment between payroll and retirement plan records

This bidirectional integration continuously syncs data between Paylocity and American Funds, ensuring both systems reflect the most current employee and plan information.

About American Funds

American Funds, part of Capital Group, has helped investors pursue long-term financial goals since 1931. Through a range of retirement and investment solutions—including mutual funds, IRAs, and 401(k) plans—American Funds provides reliable, long-term investment options designed to support individuals and organizations in building financial security.

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