RP Specialist Resources

Stand out from the crowd

Use our solutions to help grow your retirement plan practice.

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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.

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Venrollment¹

Enhance and simplify communications with retirement plan participants.

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Benefits, explained

Virtual enrollment and educational support for financial professionals to reach plan participants.

A scalable platform that creates personalized, custom enrollment videos.
Generates and records high-quality videos that enable proactive participant education.
Links to plan resources, websites and scheduling tools.
Venrollment overview

Practice management, tools & thought leadership

Stay one step ahead with our news and intelligence

Stay connected to market trends, news and content that can help set you apart.

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RetirementPlanInsights

Financial wellness begins with a great 401(k) plan. Help plan sponsors optimize their plans.

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PracticeLab®

Interactive content, tools, articles, podcasts and webinars designed to help you grow.

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Capital Ideas™

In-depth news and commentary on retirement trends and capital markets from our investment team.

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Financial wellness & retirement income

Help improve retirement outcomes for participants

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Personalized target date fund allocation supported by Target Date Plus²

Learn more about dynamic participant asset allocation and qualified default investment alternative (QDIA) customization.

Matches participants with target date products that most accurately suit their specific needs
Uses additional factors outside of just age to inform asset allocation
Can be cost-effective compared to off-the-shelf target date series

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Financial wellness supported and provided by Financial Finesse³

Comprehensive program targeting financial, mental and physical 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

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CollegeAmerica® 529 savings plan

Provide participants the opportunity to save for college costs with our education savings plan.

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Fiduciary & regulatory

Fiduciary education, best practices and beyond

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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.

Pension risk management

Support in navigating distinct pension challenges

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¹ Venrollment is not affiliated with Capital Group, home of American Funds.

² 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.

³ Financial Finesse is an independent provider of financial wellness benefits and is not affiliated with Capital Group, home of American Funds.

⁴ PensionPlus is not affiliated with Capital Group, home of American Funds.

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

For financial professionals only. Not for use with the public.

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. Similar information is contained in the CollegeAmerica Program Description, which can be obtained from a financial professional and should be read carefully before investing. CollegeAmerica is distributed by Capital Client Group, Inc., and sold through unaffiliated intermediaries.

Depending on your state of residence, there may be an in-state plan that provides state tax and other state benefits, such as financial aid, scholarship funds and protection from creditors, not available through CollegeAmerica. Before investing in any state's 529 plan, investors should consult a tax advisor. CollegeAmerica is a nationwide plan sponsored by Commonwealth Savers.

Although 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.

This material does not constitute legal or tax advice. Investors should consult with their legal or tax advisors.

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.

Use of this website is intended for U.S. residents only. Use of this website and materials is also subject to approval by your home office.

Capital Client Group, Inc.

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.

Advisor Resources | Value Beyond Investments

Differentiate to grow: Rise above the noise

Distinct solutions to help differentiate and grow your retirement plan practice

Stand out from the crowd