News & Announcements

August 6, 2024

Make retirement plan setup simple with Plan manager

You can now onboard RecordkeeperDirect® plans online with our new Plan manager tool, a digital plan setup experience designed to streamline initiation and cut down on paperwork.

Play this video to learn more about Plan manager:

Plan manager guides you through every step of the onboarding process, with many dealer requirements built in. The dashboard lets you easily keep track of each plan, and we’ll send you status notifications and reminders when action is required, so nothing gets missed. Plus, the experience makes collaboration simple, and plan sponsors can sign off on final approval requests electronically, so there’s no need to fax or scan documents. To get started, you can access the portal here.*

We appreciate your trust in Capital Group, and we’re excited to continue improving your experience. If you have any questions, please call us at (800) 421-9900.

*Login required to use Plan manager.

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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.

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Use of this website is intended for U.S. residents only.

Effective July 1, 2024, American Funds Distributors, Inc. was renamed 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.