News & Announcements
Now Participants Can Create a “Statement on Demand”
March 29, 2016
Effective March 29, 2016, American Funds has enhanced our website for your clients’ retirement plans. Now participants can create a statement on demand, including a personal rate of return, for any period of time.
This enhancement may be of particular importance to participants if, for example, they are attempting to qualify for a home loan and have been asked for a “current” financial picture, which might include a snapshot of retirement plan accounts. Previously, participant statements were available only at each quarter’s end.
To access the customized statement feature, participants should follow these steps:
- Log into the retirement plan website at americanfunds.com/retire
- Click on the “Summary” tab
- Click on “View My Statements”
- Select “Request a Statement on Demand” and indicate the date range
- Click on “Submit”
For more information or guidance, contact Retirement Plan Services at (800) 421-4120.
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 or your relationship manager and should be read carefully before investing.
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