American Funds Plan Premier Integration Request

Your steps to get connected

1. Send the integration request email to your recordkeeper contact

Send the email below with all fields completed — American Funds needs this detail to assign a payroll specialist.

To: [Your American Funds Point of Contact] 

CC: @payrollintegrations.com

Subject: [Plan Number] [Plan Name] — Payroll Integrations, Inc.

Dear [Client Service Manager / Implementation],

We would like to set up a 360 integration with Payroll Integrations, Inc. Please send a service request to assign a payroll specialist to the project.

• Payroll vendor: Payroll Integrations, Inc.

• Contact: Carly Doede — (619) 826-3506

• Email: implementation@payrollintegrations.com

Please find the additional details required below:

Payroll processor name:    [Name]

Payroll processor phone:   [Phone number]

Payroll processor email:   [Email address]

Payroll processor User ID: [User ID]

    First Cash Target Date (TBD is not accepted): [MM/DD/YYYY]

    Exclusions to plan compensation?  Yes / No

    If yes, check all that apply:

        [ ] Overtime

        [ ] Bonus

        [ ] Fringe benefits

        [ ] Commission

        [ ] Related employer compensation

        [ ] Expense reimbursement

        [ ] Auto allowance

        [ ] Other: _______________

    Excluded employee classes?  Yes / No

    If yes, check all that apply:

        [ ] Union

        [ ] Non-resident aliens

        [ ] Leased employees

        [ ] Part time

        [ ] Temporary

        [ ] Seasonal

        [ ] Hourly

        [ ] Highly compensated

        [ ] Collective bargaining

        [ ] Other: _______________

    Any payroll subsets or divisions?  [Describe, or "None"]

    Money sources used every payroll:  [e.g. Pre-Tax Deferral, Roth, Employer Match]

Thank you,

[Your Name]

2. Testing — what to expect before you go live

Once the payroll connection is established, our team will review your payroll configuration and send a test file to American Funds with your census and contribution data. American Funds will cross-check this against their records to make sure everything lines up.

Before testing kicks off, please make sure your payroll system has accurate, up-to-date information for all employees:

• Full name

• Address

• Date of birth

• Hire date

• Termination date (if applicable)

If your plan excludes any employee classes — for example, part-time or union employees — please let your Payroll Integrations implementation specialist know so we can configure the integration correctly from the start.

During testing, you will need to continue manually:

• Submitting payroll files to American Funds

• Applying any contribution or deduction changes from American Funds into your  payroll system

• Testing typically spans a few pay cycles. We will notify you as soon as the automated connection is live — at that point, you can stop the manual steps entirely.