Deliver effective retirement plan reviews

Help plan sponsors assess and improve their plans

Use these resources for each action item of the step-by-step review to demonstrate your value and perform your due diligence.

Review the plan′s fund lineup

Share relevant retirement plan news, trends and strategies

Defined contribution insights

 

SECURE 2.0 Act of 2022

The importance of investment selection

A small difference in returns can have a big impact

Evaluate the plan’s current investments

Investment review report

For RecordkeeperDirect® plans, log in to the plan sponsor website and go to Reports & Analysis / Plan & Investment Review Reports / Investment Review.

 

For PlanPremier® plans, log in to PartnerLink® and go to Fiduciary Center / Plan Investment Review Report.

Consider all investments available to the plan

Create and Monitor Fund Lineups
Filter investments by different criteria including returns, expenses, risk and more.

Assess target date funds

American Funds Target Date Retirement Series®

Target Date ProView
Get an objective, client-ready comparison of up to 4 series.

Present fiduciary services options

Independent third-party fiduciary services

Assess participant activity

Review participation, contributions, balances and investments

Plan review report

For RecordkeeperDirect plans, log in to the plan sponsor website and go to Reports & Analysis / Plan & Investment Review Reports / Plan Review (sample PDF).

 

For PlanPremier plans, log in to PartnerLink and go to Reports / Plan Review (sample PDF).

Analyze plan fees and expenses

Discuss plan costs, including your compensation

Service provider disclosure and Participant fee disclosure (sample PDF)

For RecordkeeperDirect plans, log in to the plan sponsor website.

 

  • For a plan cost summary, go to Reports & Analysis / Plan & Investment Review Report / Investment Review.
  • For service provider disclosure, go to Forms / For plans / Handouts and instructions / RecordkeeperDirect recordkeeping services agreement.
  • For participant fee disclosure, go to Plan Administration / Plan Notices / Participant fee disclosure.

For PlanPremier plans:

 

  • For a plan cost summary, log into PartnerLink. From Home / Dashboard, click a plan number or name and select Plan Cost Summary in the Quick Links menu.
  • Service provider disclosure is provided to plan sponsors by Capital Group. 
  • To access participant fee disclosure, log in to PartnerLink and go to Fiduciary Center / Required notices. 

Consider whether a share class change would make sense

Price-It Tool
Compare Capital Group share classes.

Compare current and future estimated costs with other provider

Retirement Planalyzer®

Prepare for the new plan year

Remind clients about their fiduciary responsibilities

Fiduciary guide (PDF)

Help sponsors meet participant disclosure requirements

Plan disclosure checklist/calendar (PDF)

Encourage employees to start saving or save more

Financial checkup brochure

RecordkeeperDirect version in English and Spanish (PDF)

PlanPremier version in English and Spanish (PDF)

ICanRetire® participant education website

Generic site

Educate employees about the basics of saving for retirement

Employee education materials
Use them to explain the value of time, the power of compounding, target date funds and more.

For help with plan reviews or any of the resources, contact Advisor Marketing at:

(800) 421-9900

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.
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.