Select your location
Wer bist du ?
Wählen Sie einen anderen Ort
Who are you ?
Select another location
Who are you ?
Select another location
Qui êtes vous ?
Sélectionnez un autre emplacement
Who are you ?
Select another location
Qui êtes vous ?
Sélectionnez un autre emplacement
Who are you ?
Select another location
Who are you ?
Select another location
Who are you ?
Select another location
Qui êtes vous ?
Sélectionnez un autre emplacement
Wer bist du ?
Wählen Sie einen anderen Ort
Who are you ?
Select another location
Who are you ?
Select another location
Who are you ?
Select another location
Who are you ?
Select another location
Who are you ?
Select another location
tu chi sei ?
Seleziona un'altra posizione
Wer bist du ?
Wählen Sie einen anderen Ort
Who are you ?
Select another location
Qui êtes vous ?
Sélectionnez un autre emplacement
Who are you ?
Select another location
Who are you ?
Select another location
Who are you ?
Select another location
Who are you ?
Select another location
Who are you ?
Select another location
Quién eres tú ?
Seleccione otra ubicación
Who are you ?
Select another location
Wer bist du ?
Wählen Sie einen anderen Ort
Who are you ?
Select another location
Qui êtes vous ?
Sélectionnez un autre emplacement
Who are you ?
Select another location
Who are you ?
Select another location
Who are you ?
INSTITUTIONS
Select another location
Who are you ?
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
Announcements
July 25, 2023
New Plan cost summary
For RecordkeeperDirect® and PlanPremier®-TPA, there’s a new Plan cost summary report that you can share with clients to review the costs of their plans, prove your value and strengthen your relationship. The new report features comprehensive plan data in five sections, including:
- Plan demographics: Get the number of participants, assets and average account balances.
- Investment results and expenses: Compare fund and benchmark returns; view investment expenses in percentages and dollars.
- Recordkeeping costs: Review a detailed breakdown of employer plan fees.
- Industry benchmarks: Compare overall recordkeeping costs with the average of similar-sized plans.
- Cost summary: Track overall plan fees and expenses in percentages and dollars.
The online interface makes it easy to review and assess the data. You can also download a PDF to share with clients, which you can customize by deciding which sections to include or exclude. Plan sponsors have access only to investment results and expenses; they do not have access to the full report.
The report is updated monthly but not archived. If you’d like to refer to reports in the future, download and save PDFs. Some information will not appear for plans that have been on our recordkeeping system for less than a year.
Access the Plan cost summary
• For RecordkeeperDirect plans — Log into the TPA website and go to Plan Administration / Plans and select Plan Cost Summary in the Actions menu for a plan.
• For PlanPremier-TPA plans — Log into PartnerLink. From Home / Dashboard, click a plan number or name and then select Plan Cost Summary in the Quick Links menu.
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.