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)
American Funds makes it easy for you and your small-business clients to get a SIMPLE plan underway.
Educating Employees & Participants
The first step to a long-term relationship is communication and education.
Our forms make it easy for employees to get their own savings and investment plan underway.
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.