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Offer transparent, fixed-dollar pricing and best-in-class service* in a solution that can fit any client, from start-ups to large plans.

Gold Financial Advisor IQ Service Awards Seal 2022

GOLD MEDAL WINNER†

Overall recordkeeper excellence
Morningstar

EXEMPLARY STEWARDSHIP AWARD WINNER‡

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‡ Source: “U.S. Morningstar Awards for Investing Excellence: The 2023 Winners,” Morningstar.com. In March, Capital Group was announced as the winner of the 2023 U.S. Morningstar Exemplary Stewardship Award, recognizing Capital Group for investment and business cultures that prioritize investors’ interests above all else. In order to qualify for the award, which is a part of the 2023 U.S. Morningstar Awards for Investing Excellence, all nominees must have received a Parent pillar rating of “High” and remain investor-focused through 2022. Capital Group did not pay to be considered among the award nominees or pay to use the information in this material.

Dedicated to helping you succeed

Rely on Capital Group, awarded best overall recordkeeper and best for client service by advisors†, to help you win and retain business.

Compete with confidence

PlanPremier can help you gain new clients and deepen existing relationships.

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FEATURES

A better 401(k) plan for sponsors and participants

Flexible investments

Build better plan menus with funds from many respected managers, including our award-winning target date retirement series.§

Transparent pricing

Fixed-dollar pricing, available for any size plan, is designed to keep fees low even as the plans grow.

Better outcomes

Help participants achieve their goals with our ICanRetire® program, shown to increase deferral rates.ǁ

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SERVICE

We make offering a retirement plan simple

Best-in-class service

We're recognized for best-in-class service and support for advisors, plan sponsors and participants alike.*

Easy administration

Robust capabilities, including automated services, make administration easy.

Industry leadership

We were voted the best overall recordkeeper in the 2022 FAIQ Service Awards.†

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* Source: Escalent, Cogent Syndicated, Retirement Plan Advisor TrendsTM, September 2022. Methodology: 538 respondents participated in a web survey conducted August 19 to August 30, 2022. The respondents consisted of financial advisors managing defined contribution (DC) plans. For “Ownership” of Core Brand Attributes — Tier 1, among 385 “established” DC advisors (with at least $10 million in DC plan assets under management), American Funds was selected most often in response to the question, “Which — if any — of these DC plan providers are described by this statement … ‘Best-in-class plan advisor service and support’?” American Funds was also selected most often for “Best-in-class plan sponsor service and support” and “Best-in-class participant service and support” (Core Brand Attributes — Tier 2). Capital Group has provided insight on some questions to be included in Cogent surveys over time.

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(800) 421-9900

 

† Source: 2022 Financial Advisor IQ Service Awards. Methodology: Votes of 742 advisors were collected through an online poll conducted April to June, 2022. American Funds was awarded the Gold Medals for Best Overall Recordkeeper and Best Client Service for large managers.

§ Ten vintages in the American Funds Target Date Retirement Series received 2023 Refinitiv Lipper Fund Awards across the three-, five- and 10-year periods for the R-6 share class. The 2030 and 2035 vintages were also recognized in the three- and five-year periods for the F-3 share class. Source: Refinitiv Lipper Fund Awards. © 2023 Refinitiv. All rights reserved. Used under license. The 2023 Refinitiv Lipper Fund Awards were awarded March 24, 2023. The awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Refinitiv Lipper Fund Award. For more information, see lipperfundawards.com. Although Refinitiv Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Refinitiv Lipper.

ǁ Deferral growth rate for engaged participants, defined as participants who visited the ICanRetire website or clicked through ICanRetire emails, was three times the industry average, based on program results from the RWJBH ICanRetire program from January 2021 to July 2022. Program results may vary. Industry average benchmarks established from Vanguard’s 2022 “How America Saves” report.

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.
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. 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. 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 continue to manage each portfolio for approximately 30 years after it reaches its target date.
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.
On or around July 1, 2024, American Funds Distributors, Inc. will be renamed Capital Client Group, 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.