401(k) Value Assessment and Analysis Worksheet | American Funds

401(k) Value Assessment and Analysis Worksheet

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How Efficient and Effective Is
Your Retirement Plan Practice?

Are you spending enough time on the service tasks your retirement plan clients value most? Use this worksheet to help answer that question.

The worksheet can also help you determine how operationally efficient you are for each plan, and if the pricing supports your service model — essential qualities to keep and win retirement plan business.


Step
1

Get Started

Download — and save to your computer’s hard drive — the 401(k) Value Assessment and Analysis Excel® Worksheet. [If you don’t save it to your hard drive, the information you add to the worksheet may be lost when you close it.]

Step
2

Evaluate Your Practice Model

Populate the worksheet to determine if you are spending enough time on the most important issues and, in turn, if you are compensated fairly for providing those services.

  • Adjust your practice for each plan, accordingly.
Step
3

Keep and Win More Business

The worksheet’s output can help you tell a compelling and persuasive story to clients about your value to the plan and help prove you are meeting their expectations.

The output can also demonstrate to prospects how organized and systematic you would be if given the opportunity.

Defined Contribution Plan Sponsor Fiduciary Checklist (PDF)

Helps remind plan sponsors about their fiduciary duties by defining roles of those who provide services to plans.
 

How-To Guide: Deliver More Effective Retirement Plan Reviews

Discover how more effective annual retirement plan reviews can help you retain more business and strengthen current relationships with plan sponsors.
 

How-To Guide: Create a Clear Value Proposition for Your Retirement Plan Practice

Showcase your retirement plan values and objectives by developing a clear and powerful retirement plan value proposition statement.


Need Help?

If you’d like some help with the worksheet, call your American Funds sales team or (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.