1. 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:
2. 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.
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. [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 ...
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. 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 ...
7. 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.
8. American Funds
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
9. New PEP Made Available by Ascensus, American Funds
1 feb 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.
10. 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.
11. 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.
12. Consumer Researchers Rank Fidelity, American Funds Among ...
18 sep 2023 · Capital Group/American Funds (753); Charles Schwab (746); Bank of ... sponsor clients. That includes digital experience being a key focus ...
J.D. Power and Corporate Insight ranked retirement plan providers on their digital and mobile offerings, showing overall increased satisfaction from consumers.
13. Mutual of America: Retirement Services and Investments
Mutual of America offers retirement and investment solutions for employers of all sizes. Help your employees plan for the future. Learn more now!
14. How to Find & Calculate American Funds 401(k) Fees
20 feb 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. Turn plan sponsors into takeover prospects | Capital Group
... sponsors see if the fees are reasonable and if an American Funds plan might have lower costs. 3. Ask service question: “On a scale from 1 to 10, how would ...
This guide explains how to prospect for retirement plan takeover opportunities by asking four questions and evaluating Form 5500 data.
16. 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.
17. 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.
18. How to view and download statements and tax forms | Capital Group
Duur: 3:44Geplaatst: 26 feb 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.
19. [PDF] Mutual Funds - LPL Financial
Fidelity Investments. 18 First American Funds. (800)754-7221. Please contact sponsor directly for more information. 19 First Eagle. (800)334-2143. First Eagle ...
20. Portfolio Holdings - 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.
21. NCIT American Funds Lifetime Income Builder Target Date Series
For further information, qualified plan participants should consult their plan sponsors. Participation in collective investment funds is limited to ...
NCIT American Funds Lifetime Income Builder Target Date Series
22. Ascensus, American Funds Launch Partnered PEP | PLANADVISER
1 feb 2024 · Ascensus will administer the PEP with American Funds TDFs, leveraging both firms' distribution networks with advisers and plan sponsors.
Ascensus will administer the PEP with American Funds TDFs, leveraging both firms’ distribution networks with advisers and plan sponsors.
23. American Century Investments®
Learn how you can plan, invest and manage your investments for all of your financial goals with American Century Investments.
Who We Are
24. How to Buy American Funds Without a Sales Charge - Kiplinger
16 okt 2016 · Capital Research and Management, sponsor of the American funds—in my view, the best large shop for actively managed funds—just opened its ...
Here are my three favorites from this terrific provider of actively managed funds.
25. American Funds - Asset Management Company | Morningstar
Percentile rank is how an investment's return, risk, or other metric compares with other investments in its Morningstar Category. Learn More. Sponsor Center.
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.