American Funds Sponsor (2024)

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.

  See Also

  The Naughty Home Full Comics27 Super Cute Big Little Reveal Ideas13 Sample Emails for Newborn Baby Announcement | Business EnglishKid's Screen Time Rules and Punchcards (Free Printable)

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. Turn plan sponsors into takeover prospects - Capital Group

• This guide explains how to prospect for retirement plan takeover opportunities by asking four questions and evaluating Form 5500 data.

7. [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 ...

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. 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 ...

  See Also

  Investment Analysis | Definition, Importance, & Types

• Cap Group Participant Site

10. 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 ...

11. PlanPremier - Capital Group

• Not all of the American Funds are available in our retirement plan solutions. Access hundreds of funds from dozens of well-respected investment managers ...

• Choose between two PlanPremier® 401(k) retirement plan solutions that offer investment flexibility and competitive pricing from Capital Group®, home of American Funds®.

12. 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.

13. 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.

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. 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. 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.

17. 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.