PROSPECT
Techniques to grow your retirement plan business
Assemble a retirement plan for any size employer.
BUSINESS MANAGEMENT
Your value proposition
A clear statement for your retirement plan practice may set you apart.
The two-plan impact
Propose the right plan
Takeover-plan opportunities
Tools to differentiate yourself
Price and compare plans
Evaluate target date
SELL
Design retirement plans for the long haul
Win each challenge along the way, from initial pitch to finals, recordkeeper selection to menu design.
FINALIST MEETINGS
Finals presentation
Keys to delivering a winning finalist presentation.
How to choose a target date fund
Who should pay 401(k) expenses?
Compete with confidence
Your one-stop selling resource
RETIREMENT PLANALYZER
Compare providers, create fund lineups and order proposals
SERVICE
Deliver an optimal experience to sponsors and participants
Easy-to-use resources for you to provide turnkey service that will help maintain and grow your plan sponsor relationships.
401(k) enrollment meetings
SIMPLE IRA enrollment made simple
Staying ahead of the competition
Planning for risk
Returns vs. contributions
Tools to support servicing needs
RETIREMENT PLANALYZER
Monitor fund lineups and benchmark plan costs
Create a fund lineup for annual reviews.
CONTACT US
Find your dedicated Capital Group representative
We’re committed to helping you win & retain more plans.
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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 mutual 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.
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