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. 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.
6. [PDF] SIMPLE IRA Plus Plan Sponsor Guide
Complete the two required forms in this booklet — the Plan Specifications and the Adoption Agreement — and send them to American Funds. • We will establish your ...
7. 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.
8. 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®.
9. Login
On or around July 1, 2024, American Funds Distributors, Inc. will be renamed Capital Client Group, Inc. Investments are not FDIC-insured, nor are they deposits ...
Cap Group Participant Site
10. Third-Party Administrators - Capital Group
Employer or Plan Sponsor · Third-Party ... FINRA's BrokerCheck | Check the background of American Funds Distributors, Inc., on FINRA's BrokerCheck. ... fund. All ...
Capital Group, home of American Funds, supports third-party administrators with a family of flexible retirement plan solutions and helpful resources.
11. 401(k) Retirement Plans - American Funds - Capital Group
Distributions from 401(k) plans are generally allowed at age 59½, or if the employee becomes disabled or leaves the employer sponsoring the plan (penalties may ...
A 401(k) plan is an investment option employers can offer workers to help them save for retirement. Learn more about how American Funds can help you.
12. 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 ...
13. The current state of state-sponsored retirement plans | Capital Group
Dec 6, 2023 · This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not ...
Illinois and California are two of the states that require employers to use a state-run retirement plan if they don’t already cover their workers. Here’s what financial professionals and business owners need to know.
14. 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.
15. 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.
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. 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.
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.
