RecordkeeperDirect is a high-quality program that:
Our strategic approach to plan pricing is designed to be low-cost and to provide better overall value.
Step 1: Determine the annual recordkeeping fees based on plan assets and share class.
Step 2: Choose a share class to determine if the level of compensation meets the plan’s service requirements.
Start with a target date series “most recommended” by advisors.4 Then distinguish yourself by offering a comprehensive selection of the American Funds.
“Most recommended” by advisors.4
Offers a wide range of more than 35 funds.
We’ve earned high marks for advisor support and plan sponsor service4 — all of which can make your job easier and your practice more effective.
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 that corresponds roughly to 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 approximately 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.