Stand out from the crowd
Use our solutions to help grow your retirement plan practice.
Participant education & growth
ICanRetire®
Help grow plans faster by increasing participation and contributions with this exclusive, distinct platform which makes retirement planning easy, fun and engaging.
ICanRetire website
Tools and resources to support participants in their retirement journey.
- Interactive, personal guidance on the basics of retirement investing and more.
- Helps participants visualize their retirement journey with dynamic, personalized tools.
- Participants can run their numbers using our animated retirement calculator.
Financial wellness supported and provided by Financial Finesse1
Comprehensive program targeting financial and mental well-being.
- A helping hand for participants looking for personalized guidance along their financial journey.
- Human- and AI-powered financial coaches ready to help.
- Encourages retirement engagement and readiness via its financial hub, engagement emails and tracking financial achievements.
Venrollment2
Enhance and simplify communications with retirement plan participants.
Benefits, explained
Virtual enrollment and educational support for financial professionals to reach plan participants.
- A scalable platform that creates personalized, custom enrollment videos.
- Features library of educational content to which financial professionals can add.
- Links to plan resources, websites and scheduling tools.
- Venrollment overview
THOUGHT LEADERSHIP & TOOLS
Stay one step ahead with our news and intelligence
Stay connected to market trends, news and content that can help set you apart.
Capital Ideas™
In-depth news and commentary on retirement trends and capital markets from our investment team.
Partner product solutions
Help improve retirement outcomes for participants
Target Date Plus3
Learn about highly personalized portfolios that consider factors including a participant’s savings rate, income and expected retirement age, as well as their employer’s contribution rate.
Defined contribution (DC) product partnership target date solutions
Explore the customized target date solutions our recordkeeper partners use to meet the unique needs of their clients.
Pooled plan solutions
Explore options that can help plan sponsors save time and energy by outsourcing core administrative functions to professionals (3(16) and 3(38)). Partners include Ascensus and Wilshire.
CollegeAmerica® 529 savings plan
Provide participants the opportunity to save for college costs with our education savings plan.
Fiduciary & plan design
Fiduciary education, best practices and beyond
Fiduciary education
Find on-demand training modules on content ranging from introductory to advanced. We can provide a refresher on the basics or update you on the latest fiduciary, governance and regulatory developments to inform positive committee decisions and behavior.
Fiduciary support
Explore the evolving processes and planning needs specific to employer health and welfare benefits.
Objective guidance
Refine plan design, discuss compliance issues and collaborate on savings programs enhancements via our pilot partnership with Retirement Learning Center.
Pension risk management
Support in navigating distinct pension challenges
Liability-driven investing solutions
Strategic solutions designed to ease downside risk and other pension-related challenges.
- Total defined benefit (DB) plan diagnostics.
- Asset allocation and glide path evaluation and surplus/deficit risk assessment.
- LDI benchmark establishing and refining.
1 Financial Finesse is an independent provider of financial wellness benefits and is not affiliated with Capital Group, home of American Funds.
2 Venrollment is not affiliated with Capital Group, home of American Funds.
3 Target Date Plus is a brand name for the personal target date funds service offered by Morningstar Investment Management LLC. Morningstar Investment Management is not affiliated with Capital Group, home of American Funds.