News & Announcements

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