Resources and tools to build your retirement business
We're with you from start to finish.
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Prospect
Grow your business
Identify a plan solution that meets your clients' needs
Help clients find the right plan type, recordkeeping solution, share class and investments.
Get a preliminary fee quote
Give clients a quick estimate of Capital Group plan costs.
Evaluate target date funds
Compare target date series with objective Morningstar® data to help align with DOL guidelines.
Select the right small-business plan
Find the best plan type for each specific sponsor.
Create a value proposition for your retirement plan practice
Highlight your strengths and value to win and keep more business.
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Sell
Win more plans
Compare retirement plan costs
Share a detailed analysis of fees and expenses of different plan providers with prospects and clients.
Deliver a winning retirement plan finalist presentation
A step-by-step guide includes resources to help you close strong and win more business.
Proposal request checklist
Make it easier to order a plan proposal by gathering information in advance.
Order a customized retirement plan proposal
When you’re ready to sell a plan, order a customized, client-friendly proposal and get it within 1 business day.
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Plan service
Retain clients with superior support
Help employees enroll
Follow this simple step-by-step strategy to help you lead a successful enrollment meeting and boost participation.
Deliver more effective retirement plan reviews
Discover tips and resources to help you strengthen your relationships with your plan sponsor clients.
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For participants
Support clients by improving participant outcomes
Help your clients cope with market volatility
Give participants strategies and perspectives that can keep them from panicking and making rash decisions.
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OUR INSIGHTS
Perspectives for you and your clients
DC menus are imbalanced
Average number of core menu options per asset class
Source: BrightScope and Investment Company Institute, 2020. The BrightScope/ICI Defined Contribution Plan Profile: A Close Look at 401(k) Plans, 2017. "Other" includes guaranteed investment contracts, commodity funds, real estate funds, and individual stocks (including company stock) and bonds.
DEFINED CONTRIBUTION
3 ways to help strengthen your DC menu
Too many fund options can be bad for participants. Learn the value of streamlining your menu.
PLANNING TOOLS
TARGET DATE PROVIEW℠
Evaluate target date funds
Compare target date series with objective Morningstar® data aligned with DOL guidelines.
PRICE-IT-TOOL℠
Get a preliminary fee quote
Give clients a quick estimate of Capital Group plan costs.
RETIREMENT PLAN PROPOSAL
Presenting the plan to your client
When you’re ready to sell a plan, order a customized, client-friendly proposal and get it within 1 business day.
RETIREMENT PLAN COST COMPARISON TOOL
Compare retirement plan costs
Share a detailed analysis of fees and expenses of different plan providers with prospects and clients.
HOW-TO'S
BUSINESS DEVELOPMENT
Identify the retirement plan solution that meets your clients’ needs
Help clients find the right plan type, recordkeeping solution, share class and investments.
Create a clear value proposition statement for your retirement plan practice
Use our tool to highlight your strengths and value to win and keep more business.
CLIENT SERVICING
Deliver more effective retirement plan reviews
Discover tips and resources to help you strengthen your relationship with your plan sponsor clients.
Lead a successful retirement plan enrollment meeting
Follow a simple step-by-step strategy with resources that can help you increase employee participation.
PARTICIPANT CONVERSATIONS
Talking Points
Help clients understand the importance of long-term investing
Encourage employees to keep investing over time.
We're here to help
Our dedicated retirement plan sales support can help you win and retain plans.
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