Announcements

June 2, 2025

It’s here! RecordkeeperDirect (with fund flexibility)

For over 20 years, RecordkeeperDirect® has helped financial professionals meet the retirement plan needs of small businesses.

Now, you can offer them even more with access to investments from multiple fund managers — in addition to the simplified plan administration, powerful employee engagement and straightforward pricing of RecordkeeperDirect.

See how RecordkeeperDirect (with fund flexibility) could be a game changer for both you and your clients in this short video.

Help more clients with RecordkeeperDirect (with fund flexibility)

Narrator:

More than 40% of small businesses don’t offer a retirement savings plan and could benefit from your help.*

Through Capital Group, you can offer them a 401(k) solution that’s competitively priced and designed to be easy to manage.

RecordkeeperDirect was created specifically for startups and smaller businesses. With its optional fund flexibility, you can offer expanded access to funds from multiple investment managers, while still offering American Funds and our popular target date retirement series.†

With straightforward pricing and fee-based options, RecordkeeperDirect can help you compete with confidence.

And managing plans is easy with simplified administration and powerful online tools. That means your clients can spend more time running their business — not their retirement plan.

To help drive participation and improve outcomes, we offer seamless enrollment options, helpful savings tools and ICanRetire® — our digital participant engagement program that can help participants save more for retirement — without additional effort on your part.

So, when it comes to your next retirement plan opportunity, consider RecordkeeperDirect (with fund flexibility), a powerful solution to help you succeed with retirement plans.

* U.S. Bureau of Labor Statistics, Retirement benefits: Access, participation and take-up rates for private industry businesses with 1-99 workers. March 2024.
 
† Escalent, Cogent Syndicated, Retirement Plan Advisor Trends™, October 2024. Methodology: 411 respondents participated in a web survey conducted September 9-17, 2024. Among plan advisors who use target date funds, Capital Group | American Funds was selected most often by regional producers in response to the question, “Which investment manager do you recommend most often for target date funds?” and rivaled Vanguard across the remaining cohorts. Capital Group has provided input on some of the questions to be included in Cogent surveys over time. Additionally, Capital Group made a subscription investment to Cogent Syndicated to access a detailed version of the Retirement Plan Advisor Trends report.
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