Retirement plan proposal
Order a customized retirement plan proposal
Our proposals highlight the potential benefits of our quality investment options, dedication to service and pricing that's designed to offer value to a broad range of clients.
Proposals are available in a variety of share classes to accommodate both fee- and commission-based practice models.
Before ordering your proposal, you may want to:
- Use ourPrice-It ToolSM to get preliminary estimates of the total costs associated with our different retirement solutions and share classes
- Review our proposal request checklist to help you gather the information you'll need from the plan sponsor
Choose a retirement plan solution for your proposal:
RecordkeeperDirect®
- Designed especially for smaller plans
- Simple to operate and maintain
- Competitively priced recordkeeping services
- Access to the American Funds, including the American Funds Target Date Retirement Series®
- Customized plan administration by a third-party administrator
PlanPremier®-TPA
- Designed especially for larger plans
- Robust yet competitively priced plan services
- Access to the American Funds, including the American Funds Target Date Retirement Series, and investments from other respected investment managers.*
- Customized plan administration by a third-party administrator
PlanPremier®-Bundled
- Designed especially for larger plans
- Robust yet competitively priced plan services
- Access to the American Funds, including the American Funds Target Date Retirement Series, and investments from other respected investment managers.*
- Plan administration by American Funds
Need more information?
Compare retirement plan solutions on our 401(k) and 403(b) retirement plans page. Contact us to speak with a representative.
Available formats
Electronic proposal (PDF)
PDF offers the same content as the hard-copy booklet and can be printed or emailed
Delivery: Within 1 business day via email
Hard-copy booklet
Traditional hard-copy booklet that's spiral bound
Delivery: Within 5 business days via mail
Supporting products & solutions
Other resources
Price-It Tool
Get a preliminary fee quote for PlanPremier and RecordkeeperDirect plans.
Retirement Plan Cost Comparison Tool
Compare fees and expenses of different plan providers.
Employer-Sponsored Retirement Plan Value Proposition Tool
Create your value proposition statement.
Create and Monitor Fund Lineups
Evaluate investment menus using a prudent process.
* Available investment options will vary by retirement plan solution and share class.
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.