Retirement Plan Proposal | Capital Group

Retirement Plan Proposal

Order a Customized Retirement Plan Proposal

Our proposals highlight the key features of our retirement plan solutions, which 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.

Proposals are available in a variety of share classes to accommodate both fee-based practice models as well as commission-based ones. American Funds offers clients the flexibility to build a well-diversified plan investment menu, along with personalized and reliable service and support.

Before ordering your proposal, you may want to:

  • Get preliminary estimates of the total costs associated with different American Funds retirement solutions and share classes using our Price-It ToolSM
  • Use our proposal request checklist to help you gather the information you'll need from the plan sponsor 

Choose a retirement plan solution for your proposal:

RecordkeeperDirect

RecordkeeperDirect®

  • Designed especially for smaller plans

  • Simple to operate and maintain

  • Competitively priced recordkeeping services

  • A full complement of the American Funds, including the American Funds Target Date Retirement Series(r)

  • Customized plan administration by a third-party administrator (TPA)

PlanPremier-TPA

PlanPremier®-TPA

  • Designed especially for larger plans

  • Robust yet competitively priced plan services

  • Over 1,000 mutual funds from more than 40 investment managers,* including the American Funds and the American Funds Target Date Retirement Series

  • Customized plan administration by a third-party administrator (TPA)

PlanPremier-Bundled

PlanPremier®-Bundled

  • Designed especially for larger plans

  • Robust yet competitively priced plan services

  • Over 1,000 mutual funds from more than 40 investment managers,* including the American Funds and the American Funds Target Date Retirement Series

  • Plan administration by American Funds

Need more information?

Compare retirement plan solutions on our 401(k) and 403(b) Retirement Plans page. Contact us to speak with a representative.


Available Formats

Electronic Proposal (PDF)

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PDF offers the same content as the hard-copy booklet and can be printed or emailed


Delivery: Within 1 business day via email

Hard-Copy Booklet

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Traditional hard-copy booklet PlanPremier plans is spiral bound with tabs for each section


Delivery: Within 7 calendar days via mail

* As of 12/31/2017. Available investment options will vary by retirement plan solution and share class.


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 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.