Capital Group, which provides plan services to more than 400,000 businesses,1 was selected most often by retirement plan advisors as being reliable and easy to do business with.2
Retirement plan solutions from Capital Group, home of American Funds, are designed to serve a broad range of clients and offer the advantages of large-plan pricing to small- and mid-size employer-sponsored retirement plans. These solutions are available in a variety of share classes to accommodate both fee-based practice models, including those taking advantage of a recapture account, as well as commission-based models.
Our strategic approach to plan pricing is designed to be low-cost and to provide better overall value.
Investment returns are critical to any plan participant’s long-term success. With Capital Group, you can start with a target date retirement series “most recommended” by advisors2 and then build a diversified investment menu by choosing from hundreds of funds from well-respected managers.*
Our target date funds won Lipper Awards
7 of the American Funds target date funds won 2019 Lipper Fund Awards for five-year or five- and three-year periods.3
“Terrific” underlying funds
8 of the underlying equity funds in the American Funds series were recognized on the Morningstar® “28 Terrific Funds” list.4
The true test of any long-term retirement plan solution is the level of service and support the provider offers to you, as the plan advisor, your plan sponsor clients and their plan’s participants.
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.
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. The target date is the year in which an investor is assumed to retire and begin taking withdrawals. 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. Investment professionals continue to manage each portfolio for 30 years after it reaches its target date.
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.