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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

Visit myretirement.americanfunds.com

PATHWAYS TO GROWTH

What do fast-growing practices do differently?

We surveyed more than 1,500 advisors to find out. Capital Group's inaugural Pathways to Growth benchmark study uncovered select behaviors and skills that helped practices grow 60% faster than average.

What's new

PODCAST

Building success with retirement buckets, with Joe Schoenhardt and Jim Hinchsliff

Hear how these two financial professionals created a model for success using a simple approach to retirement distribution, and some strategic thinking about client acquisition.

| 22 MIN PODCAST

Featured

PLANNING AND PRODUCTIVITY

| 9 MIN ARTICLE


CLIENT RELATIONSHIP & SERVICE

| 8 MIN ARTICLE


ALWAYS-ON ACQUISITION

| 6 MIN ARTICLE


STRATEGIC SCALE

| 60 MIN WEBINAR



EXPLORE MORE FROM PRACTICELAB™

Pathways to Growth

In Capital Group's 2021 Advisor Benchmark Study, we surveyed more than 1,500 advisors in search of answers to a crucial question: Why do some practices grow over 60% faster than others?

Elite engagement

From brand building to navigating challenging client conversations, our six module series targets your biggest challenges and opportunities.

Webinars

Engage with new ideas and discover meaningful new ways to optimize your business — while earning CE credit.

Podcasts

Listen up! The PracticeLab podcast features experienced financial professionals sharing success stories that you can apply in your own practice.

CE Credit Center

Meet your continuing education goals for CFP and CIMA

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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.

This material does not constitute legal or tax advice. Investors should consult with their legal or tax advisors.

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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.