OUR PLAN SOLUTIONS
*Ten American Funds target date funds won 2023 Refinitiv Lipper Fund Awards for periods up to 10 years. The Refinitiv Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Refinitiv Lipper Fund Award. For more information, see lipperfundawards.com. Although Refinitiv Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Refinitiv Lipper. The 2023 Refinitiv Lipper Fund Awards were awarded on March 23, 2023, and were based on Class R-6 and F-3 shares for the three-, five- or 10-year periods ended November 2022. Lipper Fund Awards from Refinitiv ©2023 Refinitiv. All rights reserved. Used under license.
†As of December 31, 2022. The number of available funds varies depending on the solution and share class.
‡Compensation on which SEP IRA and SIMPLE IRA non-elective contributions are calculated is limited to $330,000 for 2023.
§SIMPLE IRA matching contributions may be reduced to a minimum of 1% for two out of every five calendar years.
¶Maximum total SIMPLE IRA contributions based on employer matching contributions of 3%, for participants earning at least $516,667 annually ($633,333 when the maximum catch-up amount is included for participants age 50 and older).
#As of December 31, 2022.
**Source: Escalent, Cogent Syndicated, Retirement Plan Advisor Trends™, September 2022. Methodology: 538 respondents participated in a web survey conducted August 19 to August 30, 2022. The respondents consisted of financial advisors managing defined contribution (DC) plans. For “Ownership” of Core Brand Attributes, among “established” DC advisors (with at least $10 million in DC plan assets under management), American Funds was selected most often in response to the question, “Which if any of these DC plan providers are described by this statement... ‘Easy for advisors to do business with,’ ‘Is a company I trust' and ‘Is reliable’?” Capital Group has provided input on some questions to be included in Cogent surveys over time. Learn more at escalent.co.
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