For PlanPremier® plan data:
For RecordkeeperDirect® plan data:
Participant Fee Disclosure Sample (PDF)
Retirement Plan Cost Comparison Tool — Compare the estimated fees and expenses of different retirement plan providers and generate reports for clients.
Price-It ToolSM — Get a preliminary estimate of the total cost associated with plans in PlanPremier and RecordkeeperDirect and order a proposal.
Target Date Funds (Brochure): Target Date Funds | Quarterly Statistical Update
Investing for Life (Brochure) — American Funds education program for retirement plan participants.
Stay on Course (Brochure) — A guide for plan sponsors on meeting fiduciary responsibility.
Plan Disclosure Checklist for Sponsors (PDF)
You Are Here (Brochure) — Personalized financial checkup brochure sample.
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.