forfeiture-account-history-trac-spon | American Funds

News & Announcements

Forfeiture Account History Now Available Online

DECEMBER 9, 2016

You can now view the transaction history for your plan’s forfeiture account online, instead of having to call and request a report.

To view forfeiture account transactions:

  1. Go to Plan Administration / Financials.
  2. Select Forfeiture and Plan Expense Accounts.
  3. Click on the View History link.

In the window that appears, you’ll be able to select a time frame and retrieve the transaction history.

If you have any questions about the forfeiture account history, please call Retirement Plan Services at (800) 421-6019.

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.