How it works: 

Retirement plan enrollment

A process that's easy and flexible

 

Automated emails, eligibility tracking and flexible options make enrollment easy.


Introduce the retirement plan provider.

 

For conversions and new plans, we offer a template that plan sponsors can use to welcome employees to the plan.

 

Things to do:

 

• Remind plan sponsor to provide employee email addresses for enrollment notifications

 

• Schedule an enrollment meeting

 

• Order enrollment guides (optional)

 


Let employees know when they can enroll.

 

We can send email notifications to employees when they’re eligible to enroll.

 

Things to do:

 

• Remind plan sponsor to provide plan and participant information for eligibility tracking

 


Conduct an enrollment meeting.

 

Use your client’s customized educational website to help lead an enrollment meeting.

 

Things to do:

 

• Get your client’s educational website address (we’ll send it to you via email or you can call us)

 

Review the plan FAQs on the educational website

 


Enroll online.

 

Enrollment is fast and easy with our mobile-friendly PlanPremier® website and app. 

 

For RecordkeeperDirect® and PlanPremier plans that don’t offer an online enrollment option, we have an enrollment form. 

 

Things to do:

 

• Follow up with employees to answer questions and help boost the enrollment rate

 

• Collect enrollment forms (if applicable)


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.

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.

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.