DEFINED BENEFIT

5 considerations when (re)opening a cash balance plan

WHO WE ARE

Investing for institutions since 1968, we manage more than $2.5 trillion, including $847.9 billion in institutional retirement assets*

Fixed income at Capital Group

A distinctive approach, refined over decades

Our fixed income approach is rooted in deep fundamental research and strong collaboration among our investment professionals. Our goal is to deliver a consistent pattern of returns that can help clients meet their portfolio objectives.

Our clients

CASE STUDY

Retirement readiness analysis for a public plan

We analyzed a plan’s demographics to see which types of workers were on track to meet a retirement income goal – and suggested ideas for plan enhancements.

 

INDUSTRY

County government

 

PLAN TYPE

Defined benefit and defined contribution

Find resources on topics ranging from plan design to participant education

FINRA’s BrokerCheck | Check the background of American Funds Distributors, Inc., on FINRA’s BrokerCheck.

*As of December 31, 2023

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.