News & Announcements

April 19, 2024

Introducing an enhanced participant online experience

At Capital Group, home of American Funds, we pride ourselves on continually reinvesting in our retirement plan programs, so you and your participants can benefit from cutting-edge technology and improved support and features. To that end, we’re excited to announce we’ve made new updates to the participant online experience for RecordkeeperDirect® and SIMPLE IRA Plus plans. 

Play this video to learn more about the changes:

At the core of these updates is a redesigned participant website with a new, modern look, built for easier navigation using principles based on research of participant online behavior. The new site also features a responsive design to optimize the website presentation for devices of varying screen sizes.

The enhanced participant experience also includes:

  • A new retirement goals calculator that will allow participants to set savings goals and monitor their progress over time
  • A new participant help center to provide ongoing self-service resources around account management
  • A simplified process for resetting web credentials

For RecordkeeperDirect plans, the enhancements also include improvements to the mobile app — such as the ability to request withdrawals, manage communication preferences and view tax forms — and updates to the “Quick enrollment” feature. RecordkeeperDirect participants will also be able to access ICanRetire®, our online engagement program, directly from the redesigned website.

These updates will appear automatically when participants access the desktop version of their accounts. Participants will need to download the latest mobile app update to access the new features in the app.

Please note that if plan sponsors use the “View as participant” link from the plan sponsor website, the site will continue to present the legacy participant website experience for a short period of time. We anticipate this will be updated later this year.

We appreciate your trust in Capital Group and we’re excited to deliver these new benefits to your plan participants. If you have any questions, please call us at (800) 421-6019.

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