Plan sponsors may be eligible to add one or more funds to their plan’s lineup during the conversion under certain conditions:
There are additional details such as dealer and investment restrictions to discuss with the financial professional, who will assist plan sponsors wishing to add funds during conversion. Financial professionals should speak to their American Funds representative for next steps.
This deadline pertains only to adding funds during the conversion. A plan sponsor may work with their financial professional at any time to review a variety of investment options.