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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

Retirement planning playbook

Help your clients plan to thrive in modern midlife

Our latest research reveals today's retirees are in the midst of a dynamic transition: a modern midlife where personal identity, relationships and sense of purpose are in flux. Retired and pre-retiree investors seek guidance on every front — not just financial planning, but also life planning, health and wellness, and values and legacy.  These resources and tools can help you understand this new retirement mindset, and plan for it in a unique way.

Know how to engage modern retirees


New research: Retirement redefined

Our exciting retirement research can help you check your assumptions and get into the mindset of this fascinating client segment.


Reinvent your retirement playbook

Think beyond investment selection to offer concierge retirement services that clients and prospects value.

Attract investors with a Social Security event


Social Security presentation for investors

Help educate clients and prospects on Social Security and Medicare with this slideshow.

(Schedule event through your Capital Group sales representative)


Social Security event email invite

Our handy template can help you create a friendly email invitation.

Help clients plan their best retirement


Retirement planning for the modern midlife

To help make this next phase of life all that it can be, investors seek guidance on every front, including lifestyle, wellness, values and finances.


Client workbook:
My best retirement

Give this workbook to clients, as a way to help you start to gather important information.

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.

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

Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. This information is intended to highlight issues and should not be considered advice, an endorsement or a recommendation.

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.

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.