Expand your business with retirement plans.

Your retirement plan counselor is ready to help you win and retain more plans. 

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SIMPLE STEPS

We can help grow your

retirement practice.



OUR SOLUTIONS

Focus on participant outcomes.

American Funds Target Date Retirement Series®

Our Series is "most recommended" by advisors.1

Defined Contribution Focus Funds

Bring the power of American Funds to DC plans.

Employer-sponsored plans

401(k), 403(b), SEP and SIMPLE plans to meet your clients objectives.

RECOGNITION

Recognized for our results.

Morningstar

Our Target Date Series has “Thrilling” underlying strategies.2

Refinitive Lipper Fund Awards

Honored with 13 Lipper Fund Awards.3

Cogent Wealth Reports

Selected most often by advisors for best in class service.1


1. 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 about Retirement Plan Advisor Trends.

2. Source: Morningstar, "Fund Spy: The Thrilling 34" by Russel Kinnel. December 2019. Momingstar's screening look into consideration expense ratios, manager ownership, returns over manager’s tenure, and Morningstar Risk, Analyst and Parent ratings. The universe was limited to share classes accessible to individual investors with a minimum investment no greater than $50,000 and did not include funds of funds. Class A shares were evaluated for American Funds. American Funds Target Date Retirement Series invests in Class R-6 shares of the underlying American Funds. Not all eight American Funds strategies are in each target date fund. Underlying funds may change over time.

3. Source: Refinitiv Lipper Fund Awards. (C) 2020 Refinitiv. All rights reserved. The 2020 Refinitiv Lipper Fund Awards were awarded on March 5, 2020, and were based on calculations through November 2019. The Refinitiv Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. 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.

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.

Although the target date funds are managed for investors on a projected retirement date time frame, the funds’ allocation strategy does not guarantee that investors’ retirement goals will be met. The target date is the year that corresponds roughly to the year in which an investor is assumed to retire and begin taking withdrawals. American Funds investment professionals manage the target date fund’s portfolio, moving it from a more growth-oriented strategy to a more income-oriented focus as the fund gets closer to its target date. Investment professionals continue to manage each fund for approximately 30 years after it reaches its target date.

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.

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(800) 421-9900
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