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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, 2 OR 754

Visit americanfunds.com/retire

IF YOUR PLAN ID BEGINS WITH 34 OR 135

Visit myretirement.americanfunds.com

News & announcements

June 30, 2022

Lifetime income illustration to be added to participant statements

The SECURE Act generally requires defined contribution plans to provide participants a lifetime income illustration that estimates their total account balance as a lifetime monthly payment, similar to a pension or annuity payment.

No action is required by you, plan sponsors or participants to satisfy this requirement for RecordkeeperDirect® and PlanPremier®-TPA plans.
Lifetime income illustrations will be added to RecordkeeperDirect and PlanPremier quarterly participant statements, beginning with the June 30, 2022, statement. We communicated this change to plan sponsors in April.

Monthly income will be expressed in two ways: as a single life annuity and a qualified joint and survivor annuity. These income stream illustrations may help participants better plan for retirement by converting the amount they’ve already saved into a practical, understandable projection. See a sample statement:

For more information about the lifetime income requirements, visit the U.S. Department of Labor website. If you have any questions about the participant statements, call (800) 421-6019 for RecordkeeperDirect service or (877) 872-5159 for PlanPremier service.

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. Use of this website and materials is also subject to approval by your home office.

American Funds Distributors, Inc., member FINRA.

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.