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.
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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.
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News & Announcements
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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
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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
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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
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6/12/2019
- We’ll notify RecordkeeperDirect sponsors if their recordkeeping fees change
If a change in the amount of RecordkeeperDirect plan assets results in a recordkeeping fee change, we’ll notify plan sponsors by mail.
- We’ll notify RecordkeeperDirect sponsors if their recordkeeping fees change
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5/17/2019
- New RecordkeeperDirect account security measures
For added protection from theft and fraud attempts, we’ve made updates to our RecordkeeperDirect forms, systems and processes.
- New RecordkeeperDirect account security measures
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9/24/2018
- New Online Billing Center for RecordkeeperDirect plans
Online plan expense management provides added convenience for sponsors and payment/invoice visibility to you.
- New Online Billing Center for RecordkeeperDirect plans
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About American Funds
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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.
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