Focus on what matters with a streamlined proposal

Our new retirement plan proposal can help you easily show the benefits of our recordkeeping solutions and the value you can offer to your clients.

At Capital Group, we believe financial professionals are essential to helping business owners choose the right retirement plan.

 To help you succeed, we’ve streamlined our retirement plan proposal, making it easier to show the benefits of our recordkeeping solutions at point-of-sale. And enabling you to focus on what matters most to your clients.

 It starts with an introduction to the recordkeeping solution you’re recommending, and Capital Group as the plan provider, highlighting why so many businesses count on us for their retirement plan needs.

 The investments section illustrates the strength of the American Funds, including our target date retirement series, and our focus on long-term success.

 It clearly outlines the investment options available to design a well-diversified plan menu, including the availability of funds from outside investment managers.

 Next up: The plan sponsor and participant experience. From the personal touch you receive when engaging with our service associates to time-saving technology, we make it easier for clients to offer their employees a quality retirement plan.

 And for participants, enrollment and saving are a snap. Automated options and financial wellness tools, including ICanRetire®, our digital engagement program, can help participants take control of their financial future.

Last, but not least, a section devoted to share-class-specific pricing shows estimated plan costs and the value you can offer your clients.

 In the future, we’ll add more options enabling us to further tailor the proposal to your clients’ needs.

 The new retirement plan proposal is easily ordered as a PDF or printed brochure through our Retirement Planalyzer tool, where you can find and compare retirement plan options.

 When it comes to retirement plans, we’re here to help you grow your practice and service more clients. It all begins with a strong proposal that highlights the features and value that we can offer your clients — together.

To order your next proposal, go to capitalgroup.com/planalyzer or call us to get started.

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.
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.