Give Your Retirement Plan Practice a Boost. It’s SIMPLE! | American Funds

Give Your Retirement Plan Practice a Boost. It’s SIMPLE!

A SIMPLE IRA plan from American Funds can deliver value both for your practice and small-business owners and their employees.

Cost-effective and easy to set up, a SIMPLE IRA plan permits higher contributions than a traditional IRA. You also have access to the American Funds — including the highly regarded American Funds Target Date Retirement Series.®

Moreover, you may find that introducing it to prospects and clients provides an efficient way to get your retirement plan practice started or to expand it more quickly.

A SIMPLE Way to Improve Your Practice

  • Weatherproof your practice
  • Gain access to more high-net-worth investors
  • Sell more ancillary products and services

You may also find this helpful:

Prospecting & Selling

These client-ready tools and resources provide you with a way to elicit interest and make the sale efficiently and effectively.


A SIMPLE Way to Save on Taxes (Video)

Small-Business Retirement Plan Options

Small-Business Plan Selector Tool

Getting Started

American Funds makes it easy for you and your small-business clients to get a SIMPLE plan underway.

How to Set Up a SIMPLE IRA

Plan Sponsor Guide and Adoption Agreement

Educating Employees & Participants

The first step to a long-term relationship is communication and education.

SIMPLE IRA Education Videos

Target Date Funds for SIMPLE IRAs

Value of Saving Over Time

Retirement Goal-Setting

Take Advantage of Your Employer's Matching Contributions

Enrolling Employees

Our forms make it easy for employees to get their own savings and investment plan underway.

Employee Guide and Application

Plan Servicing & Ongoing Education

Once the plan is up and running, we also provide materials that can help you continue to educate and serve both plan sponsors and participants.

Plan Sponsor

SIMPLE IRA Roles and Responsibilities

Annual SIMPLE IRA Mailing

SIMPLE IRA Program Highlights

Participants (Investing for Life)

Small Decisions, Big Consequences

Benefits of Increasing Contributions

Using a Target Date Fund

Building Your Own Portfolio

Understanding Market Volatility

Retirement Plan Options When Leaving Your Employer

Working With a Financial Professional

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

This material is intended for use by financial professionals or in conjunction with the advice of a financial professional.

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.