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As you may be aware, the growing complexity and rising costs associated with retirement plans — especially smaller ones — is a challenge. To ensure we can continue to provide the high level of service that you and your clients have come to expect from our RecordkeeperDirect®-American Funds program, we are making the following changes for new and existing plans starting January 1, 2018:
Learn more about the updated fee structure in this information sheet (PDF), including answers to frequently asked questions.
See more details about RecordkeeperDirect, including advisor compensation and average expense ratios.
If you have any questions about these changes, please call us at (800) 421-6019.
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.