INVESTMENT TOOLS AND RESOURCES TO SUPPORT YOU AND YOUR PRACTICE / RETIREMENT PLAN REVIEWS

Deliver effective retirement plan reviews

Help plan sponsors assess and improve their plans

 

Here’s a guide to help demonstrate your value and perform your due diligence, with available resources you can use.

A. Discuss specific plan fees, including investment expenses

RecordkeeperDirect® plans

Log in to the plan sponsor website for the following resources:

  • Plan cost summary (sample PDF), go to Reports & Analysis / Plan & Investment Review Reports / Investment Review.
  • Participant fee disclosure (sample PDF), go to Plan Administration / Plan Notices / Participant fee disclosure. 

PlanPremier® plans

Log in to PartnerLink for the following resources:

  • Plan cost summary (sample PDF), from Home / Dashboard, click a plan number or name and then select Plan Cost Summary in the Quick Links menu.
  • Participant fee disclosure (sample PDF), go to Fiduciary Center / Required notices.  

B. Compare plan costs, consider available investments and share classes 

C. Assess target date funds 

D. Present fiduciary services options 

A. Review participation, contributions, balances and investments 

  • Plan review report

RecordkeeperDirect plans

Log in to the plan sponsor website and go to Reports & Analysis / Plan & Investment Review Reports / Plan Review (sample PDF).

PlanPremier plans

Log in to PartnerLink and go to Reports / Standard reports / Plan Review (sample PDF).

A. Share relevant retirement plan news and strategies

B. Remind clients about their fiduciary responsibilities 

C. Help sponsors meet participant disclosure requirements 

D. Encourage employees to start saving or save more

  • Financial checkup brochure
    RecordkeeperDirect version in English and Spanish (PDFs)
    PlanPremier version in English and Spanish (PDFs)

E. Educate employees about the basics of saving for retirement 

 

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 mutual fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.
Although the target date portfolios are managed for investors on a projected retirement date time frame, the allocation strategy does not guarantee that investors' retirement goals will be met. Investment professionals manage the portfolio, moving it from a more growth-oriented strategy to a more income-oriented focus as the target date gets closer. The target date is the year that corresponds roughly to the year in which an investor is assumed to retire and begin taking withdrawals. Investment professionals continue to manage each portfolio for approximately 30 years after it reaches its target date.
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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.