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 ADVISORS
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 ADVISORS
Enrollment overview [VIDEO]
Watch how our process makes enrollment easy for plan sponsors and participants.
FOR ADVISORS
Meeting agenda and checklist [PDF]
See a sample agenda and checklist to help you lead your meeting.
FOR ADVISORS
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 ADVISORS
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 American workers and retirees they know.
FOR CLIENTS
Enrollment video (no employer match)
Inspire employees to save with real conversations between American workers and retirees they know.
FOR CLIENTS
Show employees how to enroll in their retirement plan with this short video.
FOR CLIENTS
American Funds PlanPremier app
Employees can use this app to enroll and manage their accounts. Available for PlanPremier only.
Follow Up
FOR CLIENTS
Email follow-up [DOC]
Use this template to check in with employees after an enrollment meeting.
FOR ADVISORS
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 help with the enrollment process contact American Funds Advisor Marketing at:
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.
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.
Use of this website is intended for U.S. residents only.
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.