Expand your business with retirement plans.

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


We can help grow your

retirement practice.


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.


Recognized for our results.

MorningStar 28 Terrific Funds

Our Series has “Terrific” funds.2

Lipper Fund Awards From Refinitiv

Honored with 14 Lipper Fund Awards.3

Cogent Wealth Reports

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

1. 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.

2. Source: Morningstar, "FundInvestor: The Terrific 28," by Russel Kinnel, May 2019. Morningstar’s criteria for the "Terrific” list include: expense ratio in the cheapest quintile, manager investment of more than $1 million in the fund, Morningstar Risk rating below the High level, Morningstar Analyst Rating of Bronze or higher, Parent rating of Positive, returns above the fund’s benchmark over the manager’s tenure for a minimum of five years, must be a share class accessible to individual investors, and no funds of funds. Each fund's results were evaluated based on share classes that were accessible to individual investors. Morningstar evaluated American Funds Class A shares because they are most widely held by individual investors. American Funds Target Date Retirement Series invests in Class R-6 shares of the underlying American Funds. Not all six American Funds strategies on the list are in each target date fund. Underlying strategies may change over time. The list's criteria have changed over the years.

3. Source: Lipper Fund Award from Refinitiv. © 2019 Refinitiv. All rights reserved. Based on Refinitiv’s definition of consistently strong risk-adjusted returns compared with peers. 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. 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. See www.lipperfundawards.com  for additional information.

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 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 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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