Helping employees enroll is easy
We'll guide you through the process
Use these resources to help employees enroll and pursue their retirement dreams.
Prepare
FOR FINANCIAL PROFESSIONALS
See how our enrollment process works so you can guide participants with confidence.
FOR CLIENTS
Enrollment overview brochure [PDF]
Learn how our process makes enrollment easy for plan sponsors and participants.
FOR FINANCIAL PROFESSIONALS
Meeting agenda and checklist [PDF]
See a sample agenda and checklist to help you lead your meeting.
FOR FINANCIAL PROFESSIONALS
Sample enrollment guide [PDF]
See a sample enrollment guide for employees.
FOR FINANCIAL PROFESSIONALS
Plan and prepare for an enrollment meeting
See a list of questions to help you coordinate and lead a successful enrollment meeting.
FOR CLIENTS
RecordkeeperDirect® rollover form [PDF]
Use this form to help eligible employees initiate a rollover from another retirement plan or account.
Note: For PlanPremier®, log in to PartnerLink® to download a rollover form.
Call us at (800) 421-9900 for help accessing the plan's customized educational website or to order enrollment guides.
Present
FOR FINANCIAL PROFESSIONALS
Educational website guide [PDF]
With everything in the enrollment guide and more, you can conduct a presentation using the educational website.
FOR CLIENTS
Enrollment video (employer match)
Inspire employees to save with real conversations between workers and retirees they know.
FOR CLIENTS
Enrollment video (no employer match)
Inspire employees to save with real conversations between workers and retirees they know.
FOR CLIENTS
Show employees how to enroll in their retirement plan with this short video.
FOR CLIENTS
Participant apps
Employees can use our PlanPremier and RecordkeeperDirect apps to enroll and manage their accounts.
PlanPremier
RecordkeeperDirect
Follow up
FOR CLIENTS
Email follow-up [DOC]
Use this template to check in with employees after an enrollment meeting.
FOR FINANCIAL PROFESSIONALS
Access plan review reports to help gauge enrollment success and identify follow-up opportunities for your clients.
FOR CLIENTS
RecordkeeperDirect plan sponsor website
Review participant investment information and more to help you monitor plans and identify opportunities for your clients.
FOR CLIENTS
Get tools, tips and articles designed to help participants focus on retirement planning.
For help with the enrollment process contact us at:
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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.
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American Funds Distributors, Inc., member FINRA.
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.