Deliver effective retirement plan reviews

Help plan sponsors assess and improve their plans.

Use these resources for each action item of the step-by-step review to demonstrate your value and perform your due diligence.

Review the plan's fund lineup

Share relevant retirement plan news, trends and strategies

Evaluate the plan’s current investments

For RecordkeeperDirect® plans, log in to the plan sponsor website and go to Reports & Analysis / Plan & Investment Review Reports.


For PlanPremier® plans, log in to PartnerLink® and go to Plan / Fiduciary Center / Plan Investment Review Report.

Consider all investments available to the plan

Create and Monitor Fund Lineups
Filter investments by different criteria including returns, expenses, risk and more.

Assess target date funds

Target Date ProViewSM
Get an objective, client-ready comparison of up to 4 series.

Present fiduciary services options

Assess participant activity

Review participation, contributions, balances and investments

Plan Review Report

For RecordkeeperDirect plans, log in to the plan sponsor website and go to Reports & Analysis / Plan Review Reports (sample PDF)


For PlanPremier plans, log in to PartnerLink and go to Reports / Plan Review (sample PDF)

Analyze plan fees and expenses

Discuss plan and investment costs, including your compensation

Service provider disclosure and Participant fee disclosure (PDF)

For RecordkeeperDirect plans, log in to the plan sponsor website.


  • For service provider disclosure, go to Forms / For plans / Handouts and instructions / Recordkeeping services agreement.


  • For participant fee disclosure, go to Plan Administration / 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 / Participant fee disclosure

Consider whether a share class change would make sense

Price-It ToolSM
Compare Capital Group share classes.

Compare current and future estimated costs with other providers’

Prepare for the new plan year

Remind clients about their fiduciary responsibilities

Help sponsors meet participant disclosure requirements

Encourage employees to start saving or save more

Financial checkup brochure

RecordkeeperDirect version (PDF)

PlanPremier version (PDF)

Educate employees about the basics of saving for retirement

Employee education materials
Use them to explain the value of time, the power of compounding, target date funds and more.

For help with plan reviews or any of the resources, contact 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.

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.