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.

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A proven leader.

Strength in numbers

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

Focused on retirement

We manage more than $960 billion in retirement assets.4

Recognized for our service

Financial professionals often noted American Funds for having 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

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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. Six American Funds target date funds won 2020 Refinitiv Lipper Fund Awards for periods up to 10 years. The Refinitiv Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Refinitiv Lipper Fund Award. For more information, see lipperfundawards.com. Although Refinitiv Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Refinitiv Lipper. The 2020 Refinitiv Lipper Fund Awards were awarded on March 5, 2020, and were based on Class R-6 shares for the three-, five- or 10-year periods ended November 30, 2019. Lipper Fund Awards from Refinitiv ©2020 Refinitiv. All rights reserved. Used under license.

 

3. As of December 31, 2019. The number of available funds varies depending on the solution and share class.

 

4. As of March 31, 2020.

 

5. Source: Cogent Syndicated Retirement Plan Advisor Trends, October 2019. Methodology: There were 534 respondents to a web survey conducted August 15-23, 2019. The respondents consisted of financial advisors managing defined contribution plans. Learn more at https://landing.escalent.co/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