1. Employers and Plan Sponsors - Capital Group
Employers can learn about Capital Group's retirement plan solutions, with plans to fit a range of businesses.
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. Turn plan sponsors into takeover prospects - Capital Group
On or around July 1, 2024, American Funds Distributors, Inc. will be renamed Capital Client Group, Inc. This content, developed by Capital Group, home of ...
This guide explains how to prospect for retirement plan takeover opportunities by asking four questions and evaluating Form 5500 data.
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 ...
Capital Group offers optional fiduciary services to plan sponsors through independent third-party advisory firms Mesirow Financial Holdings, Inc. and Wilshire Associates Incorporated.
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. [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 ...
9. Online Group Investments (OGI) for plan sponsors
The guidelines and procedures provided also apply only to those retirement accounts or Coverdell ESAs invested in American Funds with Capital Bank and Trust ...
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.
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. AdChoices
Cap Group Participant Site.
Cap Group Participant Site
13. 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.
14. Retirement Plan Solution Center - Capital Group
Create powerful conversations with plan sponsors ; Seven American Funds made Morningstar's “Thrilling 30”. See which ones ; Help your clients navigate state ...
Insights and resources to help financial professionals provide their clients the right retirement plan solutions.
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. 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.
17. 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.
18. Empower Retirement launches Dynamic Retirement Manager with ...
Apr 25, 2019 · In this offering, plan sponsors start with a target-date series in American Funds, a family of mutual funds from Capital Group. When the ...
Empower has designed an offering within its Dynamic Retirement Manager (DRM) offering that integrates the American Funds Target Date Retirement Series.
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 ...
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20. A peek inside the minds of plan sponsors - Capital Group
Aug 23, 2022 · Understanding plan sponsor ... On or around July 1, 2024, American Funds Distributors, Inc. will be renamed Capital Client Group, Inc.
Understanding plan sponsor needs can be challenging for financial professionals. Recent research provides insights and a platform to showcase their value.
