Help clients find the right plan type, recordkeeping solution, share class and investments.
Give clients a quick estimate of Capital Group plan costs.
Compare target date series with objective Morningstar® data to help align with DOL guidelines.
Find the best plan type for each specific sponsor.
Highlight your strengths and value to win and keep more business.
Share a detailed analysis of fees and expenses of different plan providers with prospects and clients.
A step-by-step guide includes resources to help you close strong and win more business.
Make it easier to order a plan proposal by gathering information in advance.
When you’re ready to sell a plan, order a customized, client-friendly proposal and get it within 1 business day.
Follow this simple step-by-step strategy to help you lead a successful enrollment meeting and boost participation.
Discover tips and resources to help you strengthen your relationships with your plan sponsor clients.
Give participants strategies and perspectives that can keep them from panicking and making rash decisions.
DC menus are imbalanced
Average number of core menu options per asset class*
*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.
Too many fund options can be bad for participants. Learn the value of streamlining your menu.
Evaluate target date funds
Compare target date series with objective Morningstar® data aligned with DOL guidelines.
Get a preliminary fee quote
Give clients a quick estimate of Capital Group plan costs.
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.
Compare retirement plan costs
Share a detailed analysis of fees and expenses of different plan providers with prospects and clients.
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.
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.
Help clients understand the importance of long-term investing
Encourage employees to keep investing over time.
Our dedicated retirement plan sales support can help you win and retain plans.
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