5 considerations when (re)opening a cash balance plan


Investing for institutions since 1968, we manage more than $2.5 trillion, including $847.9 billion in institutional retirement assets*

Fixed income at Capital Group

A distinctive approach, refined over decades

Our fixed income approach is rooted in deep fundamental research and strong collaboration among our investment professionals. Our goal is to deliver a consistent pattern of returns that can help clients meet their portfolio objectives.

Our clients


Retirement readiness analysis for a public plan

We analyzed a plan’s demographics to see which types of workers were on track to meet a retirement income goal – and suggested ideas for plan enhancements.



County government



Defined benefit and defined contribution

Find resources on topics ranging from plan design to participant education

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*As of December 31, 2023

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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.