Our plans let you compete with confidence

OUR PLAN SOLUTIONS

Retirement plan solutions scaled to your clients’ needs.

Graphic shows the suggested target plan size (assets) for RecordkeeperDirect and SEP, SIMPLE and payroll deduction IRAs ranges from $0 to about $1.25 million; and for PlanPremier ranges from about $500,000 to $10+ million.

Want to find the right plan? Let us help.

Whatever you need, we’re here for you.

A proven leader.

Strength in numbers

More than 400,000 small- to mid-size businesses and their employees rely on American Funds Retirement Plan Services.4

Focused on retirement

We manage more than $930 billion in retirement assets.4

Recognized for our service

Financial advisors cited American Funds for best-in-class service and for ease of doing business.5

RETIREMENT PLAN RESOURCES

Let’s build your retirement plan business together.

🔒PRICE-IT TOOL℠ : PRELIMINARY FEE QUOTE

🔒PLAN COST COMPARISON TOOL

HOW-TO

Help clients find the right plan type, recordkeeping solution, share class and investments.

HOW-TO

Learn how to find plan prospects and establish beneficial relationships.

1. The match may be reduced to as little as 1%, but for no more than two of every five consecutive years.

 

2. Seven American Funds target date funds won 2019 Lipper Fund Awards. The 2019 Lipper Fund Awards from Refinitiv were awarded on March 7, 2019, and were based on Class R-6 shares for periods ended November 30, 2018. From Refinitiv Lipper Awards, ©2019 Refinitiv. All rights reserved. Based on Refinitiv’s definition of consistently strong risk-adjusted returns compared to the Lipper Mixed-Asset Target Date Fund peer groups. Used by permission and protected by the Copyright Laws of the United States. The printing, copying, redistribution, or retransmission of this content without express written permission is prohibited. www.lipperfundawards.com for additional information.

 

3. As of December 31, 2018. The number of available funds varies depending on the solution and share class.

 

4. As of December 31, 2018.

 

5. Source: Market Strategies International, Retirement Plan Advisor Trends, Cogent Wealth Reports, September 2018. Methodology: There were 521 respondents to a web survey conducted August 8–15, 2018. The respondents consisted of financial advisors managing defined contribution plans. Learn more about Cogent Wealth Reports and Retirement Plan Advisor Trends.

 

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.

 

Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. This information is intended to highlight issues and should not be considered advice, an endorsement or a recommendation.

 

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

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