DC product partnership target date solutions

Recordkeepers

Empower Lincoln Nationwide OneAmerica Principal Transamerica Voya

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Empower (four solutions)

Dynamic Retirement Manager with American Funds

Off-the-shelf American Funds Target Date Retirement Series® (AFTD) to Empower managed account

Great Gray Trust American Funds Target Date Series

AFTD with stable value in lieu of most AF fixed income funds; uses AFTD glide path methodology

Great Gray American Funds Income Series

AFTD with stable value and TIAA Secure Income Account in lieu of most AF fixed income funds; provides income optionality; uses AFTD glide path methodology

State Street with American Funds Hybrid Target Date Series

Hybrid active/passive; uses State Street glide path methodology

Lincoln

YourPath American Funds Target Date+ Risk

Multiple glide path TD with guaranteed income option

Nationwide (two solutions)

MyGuide American Funds Target Date Series

AFTD with stable value in lieu of most AF fixed income funds; uses Wilshire Associates glide path methodology

NCIT American Funds Lifetime Income Builder Target Date Series

TD series with protected lifetime income provided by Nationwide

OneAmerica

RetirementTrack American Funds Target Date Series

AFTD with stable value in lieu of most AF fixed income funds; uses AFTD glide path methodology

Principal

RetirePilot American Funds Target Date Series

AFTD with stable value in lieu of most AF fixed income funds; uses AFTD glide path methodology

Transamerica

RetireOnTrack with American Funds

AFTD with stable value in lieu of most AF fixed income funds; uses Morningstar glide path methodology

Voya

MyCompass American Funds Target Date Series

AFTD with stable value in lieu of most AF fixed income funds; uses AFTD glide path methodology

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1 Simple arithmetic average 2 Recordkeeping credits may be available 3 Guaranteed Lifetime Withdrawal Benefit (at an extra cost)
bps = basis points (100 bps equals 1%); CIT = collective investment trust; RIA = registered investment advisor

As of March 30, 2024

Variable annuities may impose a variety of fees that may affect the growth of your client's portfolio. Variable annuities have investment and/or withdrawal limitation requirements. Early withdrawals may incur a fee. Guarantees are subject to the claims-paying ability of the issuing insurance company.

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 mutual fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing. For non-American Funds, 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. Visit the website for the firm managing the applicable investment.
Important information about objectives, risks, charges and expenses for collective investment trusts is contained in the Characteristics Statement, which can be obtained from Capital Group or participants' plan provider or employer.
For American Funds, additional details apply.
Although the target date portfolios are managed for investors on a projected retirement date time frame, the allocation strategy does not guarantee that investors' retirement goals will be met. Investment professionals manage the portfolio, moving it from a more growth-oriented strategy to a more income-oriented focus as the target date gets closer. The target date is the year that corresponds roughly to the year in which an investor is assumed to retire and begin taking withdrawals. Investment professionals continue to manage each portfolio for approximately 30 years after it reaches its target date.
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Collective Investment Trusts (CITs) are available for investment only to certain qualified retirement plans. Capital Group CITs are maintained by Capital Bank and Trust Company (“trustee”), which has retained an affiliate to serve as investment adviser to the trustee.
This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.

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