Deadline for Retirement Plans to Begin January 1 | American Funds


SEPTEMBER 18, 2018

Documents Due November 1, 2018 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, 2019, the following documents must be received in good order by November 1, 2018:

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

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

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. 

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