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RETIREMENT PLAN INVESTOR

Use your plan ID (available on your account statement) to determine which employer-sponsored retirement plan website to use:

IF YOUR PLAN ID BEGINS WITH IRK, BRK, 1 OR 2

Visit americanfunds.com/retire

IF YOUR PLAN ID BEGINS WITH 34 OR 135

Visit myretirement.americanfunds.com

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MIDYEAR 2023 EDITION

Retirement Plan Trends

WHO WE ARE

Investing for institutions since 1968, we manage more than $2.3 trillion, including $807.5 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

CASE STUDY

Relentless focus on participant experience and outcomes

We worked closely with the plan sponsor and lifted participant engagement and promoted financial wellness, while looking beyond just the enrollment numbers to deferral rates, investment selections and Qualified Default Investment Alternative utilization rates. 

 

INDUSTRY

Energy

 

PLAN TYPE

Defined contribution

FINRA’s BrokerCheck | Check the background of American Funds Distributors, Inc., on FINRA’s BrokerCheck.

*As of June 30, 2023

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.

American Funds Distributors, 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.