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INSTITUTIONS
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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 OR 2
Visit americanfunds.com/retire
IF YOUR PLAN ID BEGINS WITH 34 OR 135
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RESOURCES & RESEARCH
PORTFOLIO SOLUTIONS
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DEFINED CONTRIBUTION FOCUS FUNDS
EMPLOYER-SPONSORED PLANS
SALES & SUPPORT TOOLS
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CLIENT ACCOUNT SUPPORT
Announcements
JUNE 20, 2022
Lifetime income illustrations will be added to retirement plan statements
Federal law requires ERISA-covered defined contribution plans to include lifetime income illustrations (LIIs) on participant statements at least once a year. Beginning in the second quarter of 2022, LIIs will be added to statements — each quarter — for the following plans:
- Money purchase pension, profit-sharing retirement and 403(b) plans with Capital Bank and Trust CompanySM (CB&T) as custodian. American Funds/CB&T does not determine whether a plan is ERISA or non-ERISA; therefore, the LII will be on every quarterly participant statement for these plan types.
- RecordkeeperDirect® and PlanPremier® retirement plans.
The LII shows what a participant's account balance might provide as a monthly payment starting at the age of retirement (age 67 or actual age, whichever is later). The illustration's monthly income is expressed as a single life annuity and as a qualified joint and survivor annuity.
ERISA-covered defined contribution plans that use another custodian
Plans utilizing another custodian outside of the impacted plans noted above were notified earlier this year that American Funds Service Company® (AFS) cannot provide the LII on participant statements. AFS is not the plan's recordkeeper or the third-party administrator (TPA). AFS is solely the investment vehicle and does not have the system to maintain participant information necessary to calculate the LII.
If an active 401(k) plan chooses to change its recordkeeper or TPA, we have options to help them. Our RecordkeeperDirect and PlanPremier solutions offer enhanced recordkeeping, statements and digital functionality that their current arrangement may not provide. The solutions may require using a TPA. To complete a conversion, we require a minimum of 60 days from receipt of the completed paperwork. Plan sponsors may contact us for more information at (800) 421-4225, ext. 37.
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.
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.