American Funds — among the largest defined contribution managers in the industry1 — was voted by retirement plan advisors as the most reliable provider and the easiest to do business with2.
American Funds retirement plan solutions are designed to serve a broad range of clients and offer the advantages of large-plan pricing to small- and mid-size employer-sponsored retirement plans. These solutions are available in a variety of share classes to accommodate both fee-based practice models, including those taking advantage of a recapture account, as well as commission-based models.
The American Funds fixed-dollar approach to plan pricing is designed to be low-cost and transparent and to provide better overall value.
Investment returns are critical to any plan participant’s long-term success. With American Funds, you can start with a target date series voted best-in-class2 and then build a diversified investment menu by choosing from among more than 1,000 funds from well-respected managers.*
Our Target Date Funds Dominate Lipper Awards
American Funds swept the Lipper Awards for three- and five-year periods for all 10 target date categories.3
13 American Funds Selected for Morningstar’s “Fantastic 43” List
Thirteen American Funds have made the 2017 Morningstar “Fantastic 43” funds list. All 13 are underlying funds for our target date series.4
The true test of any long-term retirement plan solution is the level of service and support the provider offers to you, as the plan advisor, your plan sponsor clients and their plan’s participants.
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.
Although the target date funds are managed for investors on a projected retirement date time frame, the funds' allocation strategy does not guarantee that investors' retirement goals will be met. The target date is the year in which an investor is assumed to retire and begin taking withdrawals. American Funds investment professionals manage the target date fund's portfolio, moving it from a more growth-oriented strategy to a more income-oriented focus as the fund gets closer to its target date. Investment professionals continue to manage each fund for 30 years after it reaches its target date.
Content contained herein is not intended to serve as impartial investment or fiduciary advice. The content has been developed by Capital Group, which receives fees for managing, distributing and/or servicing its investments.