Get started with SIMPLE IRA Plus

How to enroll in your workplace retirement plan

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Ready to enroll? Contact your employer to get started.

Your employer makes it easy to save

Your employer makes it easy to save for the future with a SIMPLE IRA Plus retirement plan from Capital Group. It’s a valuable benefit that can help you pursue your dreams for retirement.

To learn more about your plan, review the documents in the notification packet from your employer.

After your employer enters your information in our recordkeeping system, you’ll receive an email with a link to enroll online.

When it comes to enrolling, there are two key things that you’ll need to consider. First, how much do you want to contribute?

On the My contributions screen, enter how much you want to be deducted from each paycheck. You may be able to choose pretax or Roth deferrals if permitted by your plan. You may also choose to schedule automatic contribution increases to help you save more.

Next, what investments make sense for you?

You can build your own portfolio from the funds available in your plan or you may choose a target date fund — a single, diversified fund based on a target retirement date. The mix of funds is selected by experienced investment professionals and automatically adjusts over time.

After you’ve designated your contribution rate and investments, you can add beneficiaries to your account and sign up for paperless communication.

And that’s it. Easy.

You can also take advantage of ICanRetire.com/simpleiraplus — your go-to resource for tools, tips and more to help you take control of your financial future.

Enrolling in your employer’s SIMPLE IRA Plus retirement plan is a small step that can take you far.

For questions about your plan or the enrollment process contact your employer or call us for assistance.

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/or summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.
Although target date portfolios are managed for investors on a projected retirement date time frame, the allocation strategy does not guarantee that investors' retirement goals will be met.
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. Use of our website and materials is also subject to approval by your home office.
Capital Client Group, Inc.
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.