This high-quality program:
The American Funds fixed-dollar approach to plan pricing is designed to be low-cost and transparent and to provide better overall value.
Step 1: Determine the annual recordkeeping fees based on plan assets and share class.
Step 2: Choose a share class to determine if the level of compensation meets the plan’s service requirements.
With American Funds, your clients can start with a target date series that advisors have voted “best-in-class”5. Then they can choose a portfolio from the American Funds.
Voted “best-in-class”5 by financial professionals.
Offers “the most widely used [funds] in DC plans”6.
TPA Assistance and Information
American Funds has earned high marks for advisor support and plan sponsor service5,7 — all of which can make your job easier and your practice more effective.
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.
Information provided on this website is intended for use by financial advisors with persons who are eligible to purchase U.S.-registered mutual funds.