Getting started with RecordkeeperDirect®

How to enroll in your workplace retirement plan

Ready to enroll? Contact your employer to get started.

Your employer makes it easy to save

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Your employer makes it easy to save for the future with a retirement plan from Capital Group.

It’s a valuable benefit that can help you pursue your dreams for retirement.

To learn about your plan, visit the educational website provided by your employer or your plan’s financial professional.

Here, you can explore the benefits of investing, review your plan options, including whether your employer will match your contributions, and access other helpful retirement-planning resources.

When you’re ready to enroll, simply click the button at the top of the page.

You can also enroll by downloading the Capital Group RKDirect 401k app or by visiting the participant website.

To begin, click “Get started here” to register your online account, then select an enrollment path.

For a simple and fast enrollment process, consider Quick Enrollment.

Or for more flexibility, consider Custom Enrollment. Let’s look at that one in more detail.

By setting a retirement goal, you can evaluate your strategy and monitor your progress.

When it comes to enrolling, there are two key things that you’ll need to consider.

First, how much do you want to contribute? This is the amount to be deducted from each of your paychecks. You may be able to choose pre-tax, Roth, or post-tax contributions. If you’re not sure, click the info links to learn more.

Next, what investments make sense for you?

You can build your own portfolio from the funds available in your plan, or you may be able to choose a target date fund, a single diversified fund based on a target retirement date. The mix of funds is selected by experienced investment professionals and automatically adjusts over time.

After you’ve designated your contribution rate and investments, you can add beneficiaries to your account and sign up for paperless communications.

And that’s it. Easy.

You can also take advantage of ICanRetire.com, your go-to resource for tools, tips and more to help you take control of your financial future.

Enrolling in your employer’s retirement plan is a small step that can take you far.

For questions about your plan or the enrollment process, contact your employer or call us for assistance.

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 fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.
Although 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.
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.