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
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.
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 ProView
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 & Investment Review Reports / Plan Review (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 (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.
Consider whether a share class change would make sense
Price-It Tool
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
Fiduciary guide (PDF)
Help sponsors meet participant disclosure requirements
Encourage employees to start saving or save more
ICanRetire® participant education website
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.
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.