Midyear 2023 edition

Retirement Plan Trends

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Funded status is a measure of the difference between the fair value of a plan’s assets and its benefit obligation.

Liability-driven investing (LDI) is an approach that focuses the investment policy and asset allocation decisions on matching a pension plan’s current and future liabilities.

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.
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Effective July 1, 2024, American Funds Distributors, Inc. was renamed 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.