Defined Contribution Insights | Capital Group

Defined Contribution Insights

 

 

Defined Contribution Investment Perspectives

Make plan investment decisions that can advance participant outcomes.

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Build a retirement tier in your DC plan

Sponsors should consider adding an in-retirement tier to their investment menus to better serve retired participants.


Additional insights

Resources to stay ahead in the defined contribution marketplace.

DEFINED CONTRIBUTION INSIGHTS  |  November 2019

Does your target date series have "Terrific" underlying strategies?

A target date series is only as good as its underlying strategies. This infographic below illustrates just how "Terrific" the underlying strategies of American Funds Target Date Retirement Series® have been.

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DEFINED CONTRIBUTION INSIGHTS  |  November 2017

A Powerful Approach to Target Date Fund Evaluation

American Funds Target Date ProView℠ tool provides a fast, powerful online platform to help analyze and compare target date fund series for a defined contribution retirement plan. It also provides you, as a retirement plan intermediary, with a way to differentiate yourself and increase the value you can deliver to your clients. 

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DEFINED CONTRIBUTION INSIGHTS  | 
September 2017
 |  FEATURING John Doyle

CE Credit Video Excerpt: Measuring Plan Investment Success

In this video clip from the Asset TV Masterclass Best Practices for Defined Contribution Plan Design, American Funds senior retirement strategist John Doyle discusses how to measure investment success for a defined contribution plan:

Watch the full Masterclass video on Asset TV and earn CE credit.

Watch Video (1:07)

DEFINED CONTRIBUTION INSIGHTS  | 
August 2017
 |  FEATURING Joanna F. Jonsson

CE Credit Video Excerpt: Building and Protecting Wealth Through Retirement

In this Video from the Asset TV Masterclass, American Funds portfolio manager Jody Jonsson explains why it is important for a target date fund to be designed to build and protect wealth through retirement.

Watch the full “Masterclass” video on Asset TV and earn continuing education credit.

Watch Video (2:28)


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 mutual fund prospectuses and summary prospectuses, which can be obtained from a financial professional, and should be read carefully before investing. Similar information about collective investment trusts can be obtained from Capital Group or participants’ plan provider or employer. 

Each target date portfolio is composed of a mix of underlying funds and is subject to the risks and returns of those funds. Underlying funds may be added or removed during the year. Although the target date portfolios are managed for investors on a projected retirement date time frame, the allocation strategy does not guarantee that investors' retirement goals will be met. The target date is the year that corresponds roughly to the year in which an investor is assumed to retire and begin taking withdrawals. Investment professionals manage the portfolio, moving it from a more growth-oriented strategy to a more income-oriented focus as the target date gets closer. Investment professionals continue to manage each portfolio for approximately 30 years after it reaches its target date. 

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.

Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. This information is intended to highlight issues and should not be considered advice, an endorsement or a recommendation. 

Use of this website is intended for U.S. residents only.