PRODUCTS & SOLUTIONS
Compete With Confidence for Larger 401(k)s
You may know American Funds as a small-plan market leader. But did you know we offer a robust, low-cost solution for larger plans?
Manage Your Plans
TPA website enhancements make it easier for you to grow your business.
-
-
The Retirement Solutions page provides information on plan types, a comparison of recordkeeping solutions and facts about important retirement investment options.
The Resources page links to the Price-It Tool℠ and offers educational materials on our 401(k) plans plus the installation kit for RecordkeeperDirect.
-
News & Announcements
-
-
-
4/3/2020
- Help participants handle volatility
Help participants stay invested with these market volatility resources.
- Help participants handle volatility
-
3/30/2020
- Help SECURE a better future for your clients
This brochure examines key provisions of the SECURE Act that retirement plan advisors and TPAs who target the small-business market should know and understand.
- Help SECURE a better future for your clients
-
3/27/2020
- Introducing a new American Funds target date fund
The new 2065 target date fund is designed for investors who plan to retire around 2065.
- Introducing a new American Funds target date fund
-
2/28/2020
- RecordkeeperDirect online participant quarterly statements
Participant quarterly account statements will be posted online only starting with the March 31, 2020, statement unless directed otherwise.
- RecordkeeperDirect online participant quarterly statements
-
2/27/2020
- New mobile apps for plan participants are now available
RecordkeeperDirect and PlanPremier participants can download an app to manage their retirement plan accounts on mobile devices.
- New mobile apps for plan participants are now available
-
1/27/2020
- Policy Spotlight - SECURE Act
Learn how the SECURE Act is a game changer for retirement plans.
- Policy Spotlight - SECURE Act
-
9/26/2019
- New online billing center for PlanPremier
Learn how this feature makes it easier for PlanPremier plan sponsors to manage their plan’s recordkeeping invoices.
- New online billing center for PlanPremier
-
9/24/2019
- Documents Due November 1 for Plans to Begin January 1
To establish a retirement plan by January 1, 2020, certain documents must be received by November 1, 2019.
- Documents Due November 1 for Plans to Begin January 1
-
9/12/2019
- Check out the enhanced PlanPremier website
New online features and functionality make it easier to evaluate and manage your business.
- Check out the enhanced PlanPremier website
-
9/9/2019
- Video: Learn about the PlanPremier online experience
This video highlights the online features and benefits available to PlanPremier sponsors and participants.
- Video: Learn about the PlanPremier online experience
-
8/1/2019
- Introducing our new retirement plan enrollment experience
See how our new experience can make enrollment easier for plan sponsors and employees.
- Introducing our new retirement plan enrollment experience
-
-
About American Funds
-
-
We’re committed to helping you succeed.
Since 1931, American Funds has been committed to two enduring principles:
- • Invest for the long term
- • Respect the value advisors and TPAs deliver to their clients
This approach has helped us position advisors and TPAs for success and made us a leader in the advisor-sold retirement plan market. Today, more than 413,000 small- to mid-sized businesses rely on American Funds Retirement Plan Services.
Service and Support
Our goal is to help sponsors, TPAs and advisors manage plans more easily and effectively.
Solutions and Flexibility
Our retirement plan solutions are designed to support small- to mid-size plans and offer flexible advisor and TPA compensation.
Value and Transparency
We strive to keep our fees competitive and fully embrace fee transparency.
FINRA's BrokerCheck
Check the background of American Funds Distributors, Inc., on FINRA’s BrokerCheck.
-