1. Employers and Plan Sponsors - Capital Group
FINRA's BrokerCheck | Check the background of American Funds Distributors, Inc., on FINRA's BrokerCheck. Investments are not FDIC-insured, nor are they deposits ...
Employers can learn about Capital Group’s retirement plan solutions, with plans to fit a range of businesses.
2. American Funds Retirement Services > Login - myplanrs.com
Log in to your account and select Plan information from the menu to see monthly investment results. Use of this website is intended for U.S. residents only.
Log in to our new TPA website to:
3. Employer-Sponsored Retirement Plans - Capital Group
A competitively priced option designed for startups and smaller companies. More than 40 American Funds to choose from, and plan administration from your choice ...
Capital Group offers 401(k)s, 403(b)s and employer-sponsored IRAs to fit employers of all sizes.
4. RecordkeeperDirect - Capital Group
Capital Group, home of American Funds, offers a retirement plan solution designed specifically for smaller businesses. RecordkeeperDirect is a high-quality ...
RecordkeeperDirect® is a competitively priced retirement plan solution designed specifically for smaller businesses from Capital Group, home of American Funds.
5. [PDF] SIMPLE IRA - Plan Sponsor Guide - American Funds | Capital Group
1.14 “Sponsor” means American Funds Distributors,. Inc. or any successor(s) or assign(s). 1.15 “Custodian” means Capital Bank and Trust. Company or any ...
6. Fiduciary Services for RecordkeeperDirect Plan Sponsors
American Funds facilitates independent, third-party fiduciary service to plan sponsors. If retirement plan sponsors want help meeting their fiduciary ...
Learn more about how American Funds facilitates an independent, third-party fiduciary service to plan sponsors.
7. PlanPremier - Capital Group
We offer investment flexibility and reliable ongoing service — at a competitive price. Capital Group, home of American Funds, offers two PlanPremier ...
Choose between two PlanPremier® 401(k) retirement plan solutions that offer investment flexibility and competitive pricing from Capital Group®, home of American Funds®.
8. Online Group Investments (OGI) for plan sponsors
Learn which plans are eligible to make contributions through Capital Group's Online Group Investments (OGI) website, the benefits the site offers and how to ...
Learn which plans are eligible to make contributions through Capital Group’s Online Group Investments (OGI) website, the benefits the site offers and how to get started using OGI.
9. Turn plan sponsors into takeover prospects - Capital Group
Learn what Fiduciary Services Tools and Resources American Funds offers you and sponsors to help satisfy fiduciary obligations. 5. Identify prospects and ...
This guide explains how to prospect for retirement plan takeover opportunities by asking four questions and evaluating Form 5500 data.
10. American Funds
For an investment offered through a group annuity, some of this information may differ and can be obtained from a financial professional. All Capital Group ...
Cap Group Participant Site
11. American Funds Archives | PLANSPONSOR
Tag: American Funds · Product & Service Launches · Insurance Broker's PEP Launches for Private Equity, Venture Portfolio Firms · New PEP Made Available by ...
12. American Funds - Advisors | Capital Group
American Funds has been helping investors pursue their financial goals since 1931. We offer mutual funds, target date funds, 401(k)s, IRAs, and 529s.
13. How to view and download statements and tax forms | Capital Group
Duration: 3:44Posted: Feb 26, 2022
Log in and see how easy it is to view and download your quarterly statements and tax forms. This short video walks you through the steps.
14. How to Find & Calculate American Funds 401(k) Fees
Feb 20, 2024 · This document can be found on the American Funds employer website. 404a-5 Participant Fee Disclosure: Plan sponsors are obligated by ...
Finding American Funds 401k fees isn't easy. In this guide, we'll show you average American Funds fees, then how to find & calculate them in your plan.
15. Shareholder Documents - First American Funds
The fund's sponsor is not required to reimburse the fund for losses, and you should not expect that the sponsor will provide financial support to the fund ...
Mutual Fund Investing Involves Risk. This material must be preceded or accompanied by a current prospectus. It contains more information that investors should carefully consider about each fund, including risks, charges and expenses: click here to view prospectuses. Please read it carefully before investing.
16. New PEP Made Available by Ascensus, American Funds
Feb 1, 2024 · The multi-fund Ascensus | American Funds Pooled Employer Plan is available to plan sponsors and advisers, featuring an open architecture ...
The pooled employer plan is live from one of the country’s biggest PEP administrators alongside a leading TDF provider.
17. A peek inside the minds of plan sponsors - Capital Group
Aug 23, 2022 · Understanding plan sponsor needs can be challenging for financial professionals ... On or around July 1, 2024, American Funds Distributors, Inc.
Understanding plan sponsor needs can be challenging for financial professionals. Recent research provides insights and a platform to showcase their value.
18. Beneficiary Tracking | Capital Group
The sponsor can decide if this feature is appropriate for their plan. If the sponsor elects for American Funds to track beneficiaries, there are two options for ...
Learn more about how plans converting to PlanPremier-TPA can utilize a beneficiary tracking feature to capture and maintain beneficiary information for each participant.
19. American Funds Retirement Services > Error Notification - myplanrs.com
... Sponsor · RIA · Private Client · Third-Party Administrator. Retirement Plan Investor. Select another location. Who are you? RETIREMENT PLAN INVESTOR. Use your ...
Your session has been disconnected.
20. American Funds Retirement Planning Center - Capital Group
Employer or Plan Sponsor · RIA · Private Client · Third-Party Administrator. Retirement Plan Investor. Select another location. Account Login lock. Login ID:.
Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
21. Mutual of America: Retirement Services and Investments
... Sponsor Login Portal access for Employers · Mutual Funds · Careers. Helping your employees plan and prepare for a financially secure future. GET STARTED. SECURE ...
Mutual of America offers retirement and investment solutions for employers of all sizes. Help your employees plan for the future. Learn more now!
22. Consumer Researchers Rank Fidelity, American Funds Among ...
Sep 18, 2023 · That includes digital experience being a key focus area for requests for proposals to plan sponsors as investment fund lineups and other ...
J.D. Power and Corporate Insight ranked retirement plan providers on their digital and mobile offerings, showing overall increased satisfaction from consumers.
23. American Funds PEP Solution - Ascensus
Oct 4, 2023 · The program brings Financial Finesse financial coaching to select Capital Group DCIO clients in the mid-sized plan sponsor market and ...
Ascensus, whose technology and expertise help millions save for a better future, said it will begin offering the Ascensus | American Funds Pooled Employer Plan (PEP) solution on its independent, open-architecture recordkeeping platform beginning in spring 2024.
24. American Funds - Asset Management Company - Morningstar
Review American Funds's Funds and ETFs, check out Morningstar's ratings for each fund or ETF and quickly see which are the highest or lowest rated funds ...
Review American Funds's Funds and ETFs, check out Morningstar's ratings for each fund or ETF and quickly see which are the highest or lowest rated funds currently.
