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RETIREMENT PLAN INVESTOR

Use your plan ID (available on your account statement) to determine which employer-sponsored retirement plan website to use:

IF YOUR PLAN ID BEGINS WITH IRK, BRK, 1, 2 OR 754

Visit americanfunds.com/retire

IF YOUR PLAN ID BEGINS WITH 34 OR 135

Visit myretirement.americanfunds.com

Our retirement solutions let you compete with confidence

OUR PLAN SOLUTIONS

Retirement plan solutions scaled to your clients’ needs

Graphic shows the suggested target plan size (assets) for RecordkeeperDirect and SEP, SIMPLE and payroll deduction IRAs ranges from $0 to about $1.25 million; and for PlanPremier ranges from about $500,000 to $10+ million.

Want to find the right plan? Let us help.

Whatever you need, we’re here for you.

Contact American Funds
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A proven leader

Strength in numbers

More than 370,000 small- to mid-size businesses and their employees rely on Capital Group Retirement Plan Services.#

Focused on retirement

We manage more than $1.5 trillion in retirement assets.#

Trusted and reliable

American Funds was the plan provider most often selected by established plan advisors as “a company I trust,” “is reliable” and “is easy to do business with."**

RETIREMENT PLAN RESOURCES

Let’s build your retirement plan business together

🔒PRICE-IT TOOL℠ : PRELIMINARY FEE QUOTE

🔒PLAN COST COMPARISON TOOL

HOW-TO

Help clients find the right plan type, recordkeeping solution, share class and investments.

HOW-TO

Learn how to find plan prospects and establish beneficial relationships.

*Seven American Funds target date funds won 2022 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 2022 Refinitiv Lipper Fund Awards were awarded on March 10, 2022, and were based on Class R-6 shares for the three-, five- or 10-year periods ended November 2021. Lipper Fund Awards from Refinitiv ©2022 Refinitiv. All rights reserved. Used under license.

 

As of December 31, 2021. 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 $305,000 for 2022.

 

§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 $466,667 annually ($566,667 when the maximum catch-up amount is included for participants age 50 and older).

 

#As of December 31, 2021.

 

**Source: Escalent, Cogent Syndicated, Retirement Plan Advisor Trends™, September 2021. Methodology: 682 respondents participated in a web survey conducted August 18-25, 2021. The respondents consisted of financial advisors managing defined contribution (DC) plans. For “Ownership” of Core Brand Attributes Tier 1, among 488 “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’?” Learn more at escalent.co.

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 fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.

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.

American Funds Distributors, Inc., member FINRA.

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.