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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 OR 2

Visit americanfunds.com/retire

IF YOUR PLAN ID BEGINS WITH 34 OR 135

Visit myretirement.americanfunds.com

Announcements

AUGUST 1, 2022

RecordkeeperDirect: Class R-6 recordkeeping fee reduction

The annual recordkeeping fee for our Class R-6 shares for RecordkeeperDirect® will be reduced by $500 for new and existing plans. This pricing change takes effect October 1, 2022, and will be reflected in each plan’s next billing cycle.

We’ll share this information with existing plan sponsors in R-6 shares via email in the fourth quarter, prior to their billing cycle.

RecordkeeperDirect fee schedule for Class R-6 shares

 

Fee type

Class R-6 (current)

Class R-6 (new)

Installation fee

$500 start-up

$0 takeover 

$500 start-up

$0 takeover

Ongoing fee (annual)

$1,750 plan fee

$20 participant fee

$1,250 plan fee ($500 reduction)

$20 participant fee

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.

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.