Browsing Tag
American Funds
20 posts
Ascensus Reorganizes Retirement Business
The company also announced that it will launch sales of its PEP program with American Funds this month
Ascensus, Capital Group Team Up for Pooled Employer Plan Launching Q1 2024
New investment solution focused on creating a unique portfolio to match a participant’s financial needs more closely than a traditional TDF allocation determined only by age
Benartzi’s PensionPlus Partners with Capital Group, American Funds
Innovative joint service pilot program announced today empowers participants to easily create personalized paychecks for life in retirement
Target-Date Contributions Grew Steadily in 2022
Recent analysis from Morningstar finds target-date mutual funds grew 35% since 2021
New Solo 401k Debuts from PAi
CoPilot Prime Solo(k) partners with American Funds to provide the new plan for owner-only businesses
Capital Group Teams with Morningstar on New Target Date Partnership
'It will enable retirement plans to deliver personalized asset allocation that participants, plan sponsors and advisors increasingly seek'
How Participants, Sponsors and (Yes) Advisors Misbehave in Retirement Plans: RLS 2022
'We often do the wrong things at the wrong time for the wrong reason ...'
Advisors Need to Own the HSA Conversation: Outcomes 2019 Conference
Advisors in the 401k space need to “own” the HSA conversation or risk playing second fiddle to employee…
Do 401ks Right and Americans will Save More: 2019 Fi360 Conference
It’s on the 401k industry to get it right for American savers. That was the core message from…
Picturing Life Post-Work Prompts 401k Participants to…
401k participants who are decades away from retirement most likely haven’t considered what life will be like post-work.…