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Investment Review Report Now Available

To help you meet your fiduciary obligations for retirement plans set forth under ERISA, your new quarterly Investment Review Report enables you to monitor your plan’s investment options by providing investment results, expenses and benchmarking comparisons.

View a sample report.

The Investment Review Report is designed to work in conjunction with the Plan Review Report, which features your plan, participant and investment data. Both of these reports can help you evaluate your plan and decide whether any changes might make sense.

You can access the new report by logging in to the Plan Service Center and clicking on the Plan Investment Review report under the Fiduciary Records tab in the Plan section.

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.

© 2017 American Funds Distributors, Inc.
6455 Irvine Center Drive, Irvine, CA 92618 USA | PRIVACY

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