SIMPLE IRA Plus participant website demo

This demo is provided exclusively for your use or the use of your clients to evaluate our SIMPLE IRA Plus program.

This demo highlights some of the key features of the SIMPLE IRA Plus participant website, which provides account information, transaction capabilities and educational material for plan participants. Additionally, the site is responsive, so it will automatically adjust to any device size.

Use the arrows at the left and right to navigate through the demo, or jump to a specific screen by clicking a link below. Please keep in mind that the links in this demo are not active. You cannot navigate as you can on the actual site.

Thank you for exploring our online resources.

 

  1. Introduction
  2. Participant website home page
  3. Account login and security features
  4. Online enrollment
  5. Account summary
  6. Retirement Goals Calculator
  7. My Portfolio
  8. Change Investments
  9. Contributions
  10. Withdrawals
  11. Account Activity and Statements
  12. Plan Information
  13. Investment Options
  14. Participant Help Center
  15. Beneficiaries
  16. eDelivery Preferences
  17. Thank you
An image of the participant home page displayed on a laptop. Buttons to log in are visible in the top and bottom right corners.

Participant website home page

Participants will find retirement planning information, including educational articles, calculators and learning tools, by clicking on the tabs at the top of the Participant website home page. For secure access to their accounts, they can click on one of the Log In buttons.

 

An image of the participant home page displayed on a laptop.

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Account login and security features

Secure account access is available 24 hours a day. To help protect their personal information (and to provide a safeguard against phishing and other fraudulent activities), participants are required to set up a user ID and password as well as multifactor authentication.

 

An image of the login page for the participant website on a laptop. The login field is visible in the bottom right corner.

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Online enrollment

After submitting their enrollment forms, participants complete their enrollment online from the login page by clicking Get started here.

With online enrollment, participants confirm their investment elections, designate beneficiaries and set retirement goals.

 

 

A composite image of two screenshots from the online enrollment flow. The first screen shows the Getting Started step, with information on the online enrollment process. The second screen shows a portion of the Custom Enrollment flow.

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Account summary

This page appears after login and displays the participant’s account balance, last contribution amount and year-to-date personal rate of return. The participant can choose to see a breakdown by investment options, contribution types or asset class.

It’s easy to navigate the site using the menu at the top of the page and the Quick Links section. Once the participant sets a savings goal with the Retirement Goals Calculator, they’ll also be able to monitor their progress from the home page.

 

An image of the account overview screen on a laptop. The My Balances section displays a pie chart with a breakdown of the participant’s investments.

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Retirement Goals Calculator

Participants can easily set a savings goal using our Retirement Goals Calculator. The calculator shows whether they’re on track to meet their savings needs based on their current contribution rate and other factors; participants can then test how adjusting their retirement strategy, for example by increasing their contributions or changing their planned retirement age, could impact their goals.

After setting their savings goal, participants can review their progress at a glance from their account home page.

 

An image of the My Retirement Goals calculator on a laptop, showing the participant is projected to reach 78% of their goal. The screen includes fields where the participant can input information to adjust their retirement goal strategy.

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My Portfolio

This screen provides in-depth account information. Participants can review their investments, track price changes or get their personal rates of return since initial investment and for the year to date.

 

An image of the My Portfolio screen on a laptop. The Balances section displays the participant’s balance and a pie chart breaking down the participant’s investments.

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Change Investments

Performing transactions is simple. Participants can exchange money between investments, rebalance their accounts or change where future contributions will be invested.

 

An image of the Change Investments screen on a laptop. Participants can choose the type of change they want to make, with options to exchange, rebalance or change where future investments will be invested.

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Contributions

Participants can find a detailed breakdown of their contributions here.

 

An image of the Contributions screen on a laptop, showing a breakdown of account contributions.

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Withdrawals

The Withdrawals screen allows participants to review previous withdrawals and request new distributions online.

 

An image of the Withdrawals screen on a laptop, showing information on previous withdrawals. Participants can click a button in the top right labeled Request a Withdrawal.

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Account Activity and Statements

Participants can select Account Activity and Statements from the home page menu to view an account history summary over a period they choose. Details about individual transactions are also displayed.

Quarterly account statements and applicable tax forms are also available from the STATEMENTS AND TAX FORMS tab. Participants who track personal finances with Quicken® can download account transactions into a compatible file.

 

An image of the Account Activity and Statements screen on a laptop, showing an overview of account activity in the last 30 days.

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Plan Information

The Plan Information screen has information on key plan contacts.

 

An image of the Plan Information screen on a laptop, showing information for plan contacts including the plan sponsor and financial professional.

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Investment Options

Participants can review the investment options on the plan menu on this page, which displays share prices, expense ratios and returns. Each fund listed has a link to its prospectus. Clicking a fund name serves up more information about the fund’s investment objective, holdings and where the fund was invested.

 

An image of the investment options screen on a laptop, showing details on investment options available in the plan.

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Participant Help Center

The Participant Help Center offers self-service resources for common questions about account access, transactions and more.

 

An image of the Participant Help Center on a laptop, showing a list of links to different sections with information on account access, educational resources and other topics.

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Beneficiaries

Participants can review or change their primary and contingent beneficiaries on this page.

 

An image of the Beneficiaries screen on a laptop, showing primary and contingent beneficiaries with a button labeled Make Changes.

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eDelivery Preferences

Participants can sign up for paperless electronic communications for quarterly statements, transaction confirmations and tax forms by providing an email address.

 

An image of the eDelivery Preferences screen on a laptop, showing participants can sign up for paperless electronic communications for quarterly statements, transaction confirmations or tax forms and enter email address information.

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Thank you

We appreciate your interest in SIMPLE IRA Plus. Thank you for reviewing the features of our participant website and the valuable online resources it offers to assist your participants in planning and saving for retirement.

 

An image showing the account overview screen on a laptop and on a mobile phone.

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Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.
All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.
Use of this website is intended for U.S. residents only. Use of this website and materials is also subject to approval by your home office.
Capital Client Group, Inc.
This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.