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Retirement plan resources
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Don’t let these retirement plan myths hold you back
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We make retirement plan business easy with a paint-by-numbers approach.
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We’re committed to helping you at every step.
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ICanRetire® can help you grow plans faster and unlock new opportunities.
See how we can help take your practice to the next level with retirement plans.
We approach service from a place of “yes”
Learn how our committment to service can benefit both you and your clients.
Transform your practice with ICanRetire
Benefit from proven performance, including a 60% average deferral rate increase for participants who engaged with ICanRetire.1
Retirement plan solutions to meet your client’s needs
From startups to large plans, we offer solutions designed to meet the needs of every client.
RecordkeeperDirect®
- Competitively priced with five share class options
- More than 40 American Funds®, including the American Funds Target Date Retirement Series®, plus option to add funds from other investment managers2
- Plan administration from your choice of hundreds of third-party administrators (TPAs)
- Simple and personable service experience designed for startups and smaller retirement plans
PlanPremier®
- Fixed-dollar, transparent pricing with an asset- based plan credit in six of seven available share class options
- Investments from dozens of respected managers, including the American Funds and the American Funds Target Date Retirement Series
- Plan administration from Capital Group or your choice of hundreds of TPAs
- Access to robust recordkeeping features commonly requested by larger plans, including automated notice creation/delivery and mandatory distribution services
Footnotes/Important information:
1 Source: Capital Group. Enrollment and deferral rate results are for PlanPremier participants who engaged in the ICanRetire program (visited the ICanRetire website) versus participants who didn't engage with ICanRetire. Results are from October 2022 to October 2025. Program results may vary.
2 Availability of funds and fund families depends on the plan's share class. Outside funds are available in RecordkeeperDirect (with fund flexibility) for an additional fee.
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 mutual fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.
Although the target date portfolios are managed for investors on a projected retirement date time frame, the allocation strategy does not guarantee that investors' retirement goals will be met. Investment professionals manage the portfolio, moving it from a more growth-oriented strategy to a more income-oriented focus as the target date gets closer. The target date is the year that corresponds roughly to the year in which an investor is assumed to retire and begin taking withdrawals. Investment professionals continue to manage each portfolio for approximately 30 years after it reaches its target date.
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.
Capital Client Group, 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.