Resources and tools to build your retirement business

We're with you from start to finish.

OUR INSIGHTS

Perspectives for you and your clients

DC menus are imbalanced
Average number of core menu options per asset class*

Chart shows plans have an average of 9 U.S. equity core menu options, 3 international equity, 3 fixed income, 1 balanced, 1 money market, and 2 other.

*Source: The BrightScope/ICI Defined Contribution Plan Profiles: A Close Look at 401(k) Plans, 2015. BrightScope and Investment Company Institute, March 2018.
†Source: Gur Huberman and Wei Jiang, Offering vs. Choice in 401(k) Plans: Equity Exposure and Number of Funds, Columbia Business School, 2014.
"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.

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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.

Starting early to save for retirement is important

Show employees the power of time and the cost of waiting to invest.

Show how proper diversification can help manage risk

Teach participants to choose a sensible mix of investments to potentially reduce losses.

We're here to help

Our dedicated retirement plan sales support can help you win and retain plans.

Contact American Funds
More Contacts

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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.