Deadline for Retirement Plans to Begin January 1 | Capital Group


SEPTEMBER 24, 2019

Documents Due November 1, 2019 for Retirement Plans to Begin January 1

If you have a retirement plan sponsor client who wants to establish a PlanPremier® or RecordkeeperDirect® plan by January 1, 2020, the following documents must be received in good order by November 1, 2019:

  • For PlanPremier-Bundled and PlanPremier-TPA: the Next steps page from the back of the retirement plan proposal
  • For RecordkeeperDirect: installation paperwork

If you have any questions, please call us at (800) 421-9900.

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. 

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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.