Retirement Plan Proposal | Capital Group

Retirement Plan Proposal

Order a Customized Retirement Plan Proposal

Our proposals highlight the potential benefits of our quality investment options, dedication to service and pricing that's designed to offer value to a broad range of clients.

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®

  • Customized plan administration by a third-party administrator

PlanPremier-TPA

PlanPremier®-TPA

  • Designed especially for larger plans

  • Robust yet competitively priced plan services

  • Access to the American Funds, including the American Funds Target Date Retirement Series, and investments from other respected investment managers.*

  • Customized plan administration by a third-party administrator

PlanPremier-Bundled

PlanPremier®-Bundled

  • Designed especially for larger plans

  • Robust yet competitively priced plan services

  • Access to the American Funds, including the American Funds Target Date Retirement Series, and investments from other respected investment managers.*

  • 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 that's spiral bound


Delivery: Within 7 calendar days via mail

* 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. 

All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.

American Funds Distributors, Inc., member FINRA.

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.

Use of this website is intended for U.S. residents only.