Retirement Planning
Retirement planning with clients in 4 simple steps
7 MIN ARTICLE
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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
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Retirement Planning
How's your retirement planning playbook?
Find out what today's investors are looking for in a retirement plan, along with strategic wealth, portfolio and Social Security planning to support clients in their best retirement. Learn more about our research and resources.
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Retirement Planning
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