Streamlined retirement plan proposals

We’ve made retirement plan presentations easier with new, user-friendly proposals. Click below to review a sample copy of all four of our new proposals, featuring RecordkeeperDirect®, RecordkeeperDirect (with fund flexibility), PlanPremier®-TPA and PlanPremier-Bundled.

 

The new proposals offer:
 

  • Insights on available investment options
  • Simplified plan sponsor experience
  • Overview of participant experience, including ICanRetire® digital program
     

Sample proposals

RecordkeeperDirect
RecordkeeperDirect (with fund flexibility)
PlanPremier-TPA
PlanPremier-Bundled

To request a proposal for a client, log in to our Retirement Planalyzer tool, designed to help financial professionals price, compare and present retirement plan options to their clients.

 

Have questions? Contact us at (888) 777-1579 to speak with our sales team.

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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.