Deadline for January 1, 2014, retirement plans | American Funds

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Deadline for January 1, 2014, retirement plans

For a new retirement plan to receive a plan-year start date of January 1, 2014, American Funds must receive the following by November 1, 2013:

  • PlanPremier┬« (Bundled and TPA): completed and signed Next Steps document
  • RecordkeeperDirect┬« - American Funds: all installation paperwork in good order
  • RecordkeeperDirect┬« - Multifund: completed and signed Next Steps document