Investment review report (sample PDF)
For RecordkeeperDirect® plans, log in to the plan sponsor website and go to Reports & Analysis / Plan & Investment Review Reports / Investment Review.
For PlanPremier® plans, log in to PartnerLink® and go to Fiduciary Center / Plan Investment Review Report.
Create and Monitor Fund Lineups
Filter investments by different criteria including returns, expenses, risk and more.
Target Date ProView
Get an objective, client-ready comparison of up to 4 series.
Plan review report
For RecordkeeperDirect plans, log in to the plan sponsor website and go to Reports & Analysis / Plan & Investment Review Reports / Plan Review (sample PDF).
For PlanPremier plans, log in to PartnerLink and go to Reports / Plan Review (sample PDF).
Service provider disclosure and Participant fee disclosure (sample PDF)
For RecordkeeperDirect plans, log in to the plan sponsor website.
For service provider disclosure, go to Forms / For plans / Handouts and instructions / RecordkeeperDirect recordkeeping services agreement.
For participant fee disclosure, go to Plan Administration / Plan Notices / Participant fee disclosure.
For PlanPremier plans:
Service provider disclosure is provided to plan sponsors by Capital Group.
To access participant fee disclosure, log in to PartnerLink and go to Fiduciary Center / Required notices.
Compare Capital Group share classes.
Fiduciary guide (PDF)
ICanRetire® participant education website
Employee education materials
Use them to explain the value of time, the power of compounding, target date funds and more.
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. Use of this website and materials is also subject to approval by your home office.
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.