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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

April 7, 2022

Convenient online capabilities now available for RecordkeeperDirect® 

We’ve enhanced our RecordkeeperDirect solution with a new suite of online enrollment services, including ongoing beneficiary and deferral designation services, which can now be enabled by all RecordkeeperDirect plans.

The new digital capabilities offer a more automated experience for all involved, replacing manual processes that require paper forms.

The features offer benefits to both new and existing plans:

  • Online enrollment: Eligible employees can enroll quickly and easily via the participant website or mobile app.
  • Beneficiary designation services: Participants can designate beneficiaries when enrolling through the website and/or update them later online.
  • Deferral designation services: New and existing participants can request changes to their contribution rates on the website or mobile app.
  • Automated notifications: Plan sponsors are notified of deferral changes and new loans by email so they can update their payroll.
  • On-demand information: Sponsors can view participant deferral and beneficiary information online at any time.

Plan sponsors must take action to enable these services. If your clients want to take advantage of these benefits, they must return the Online Enrollment Authorization form along with the Beneficiary Data file and Participant Deferral data file in order to upload their participants’ existing elections.

To learn more about how you and your clients can benefit from the new capabilities, as well as about important limitations and restrictions, review the RecordkeeperDirect online enrollment summary guide, which can also be downloaded and emailed to clients. You can help eligible participants enroll online by providing this How to enroll guide

For more information, please call us at (800) 421-6019.

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.