Deadline for Retirement Plans to Begin January 1 | American Funds

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SEPTEMBER 26, 2017

Documents Due November 1, 2017 for Retirement Plans to Begin January 1

If you have a retirement plan sponsor client who wants to establish a PlanPremier® or RecordkeeperDirect® plan by January 1, 2018, American Funds must receive the following documents completed in good order by November 1, 2017:

  • For PlanPremier®-Bundled and PlanPremier®-TPA : the Next Steps page from the back of the retirement plan proposal
  • For RecordkeeperDirect-American Funds: installation paperwork

If you have any questions, please call us at (800) 421-9900.


Assets in the Fixed Account are guaranteed by Great-West Life & Annuity Insurance Company, Corporate Headquarters: Greenwood Village, CO; or, in New York, by Great-West Life & Annuity Insurance Company of New York, Home Office: NY, NY, and payments on investments are subject to the insurer’s claims-paying ability.

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. 

RecordkeeperDirect-Multifund investments are offered through a group fixed and variable deferred annuity (“group annuity”) issued by Great-West Life & Annuity Insurance Company, Corporate Headquarters: Greenwood Village, CO; or, in New York, by Great-West Life & Annuity Insurance Company of New York, Home Office: NY, NY. RecordkeeperDirect-Multifund is not available to 403(b), SEP or SIMPLE IRA plans, and is closed to new plans.