Our Online Resources Make Retirement Plan Prospecting Easier | American Funds

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JULY 14, 2015

Our Online Resources Make Retirement Plan Prospecting Easier

With retirement plan selling season fast approaching, it’s time to ramp up your prospecting efforts. We offer a range of online tools and resources to help you find 401(k) opportunities and win the business.

  • Expand Your Retirement Plan Practice — Simple step-by-step instructions, along with helpful tips and resources, show you how to discover good leads and build strong relationships with new clients.
  • Price-It Tool℠: Preliminary Fee Quote — Use this tool for quick estimates of American Funds plan costs to determine the best solution and share class for a prospect.
  • Retirement Plan Cost Comparison Tool — Create a compelling report to show takeover prospects how much an American Funds plan could save them in fees and expenses over time compared to their existing plan provider.

Review our library of other retirement plan how-to guides and planning tools. If you have any questions or need help with a plan proposal, 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.

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.