Maximize Your Retirement Planning with Our Comprehensive App

If you're uncertain whether this app aligns with your retirement plan, it's advisable to reach out to your employer for clarification.

Unlock Essential Features of the App

This innovative app empowers you to manage your retirement account effectively. Here’s what you can do:

• View Key Account Details: Access a personalized estimate of your monthly retirement income, giving you a clear picture of your financial future.
• Monitor Your Personal Rate of Return: Stay informed about how your investments are performing over time.
• Check Balances Across Investment Options: Easily view your balances in various investment choices to make informed decisions.
• Review Summary Transaction History: Keep track of your transactions to understand your account activity better.
• Manage Future Contribution Allocations: Adjust how your contributions are distributed among different investment options.
• Access Beneficiary Information: View and manage your beneficiaries, ensuring your assets are allocated according to your wishes.
• Download Plan Forms: Access and download necessary forms to facilitate your retirement planning.
• Upload Documents for Account Changes: Easily submit documents to request specific changes to your account.
• Explore Your Investment Lineup: Review the available investment options to optimize your portfolio.

Make Account Adjustments with Ease

The app allows you to make various changes to your account, depending on your plan's provisions. Here’s what you can do:

• Update Your Contribution Amount: Modify how much you contribute to your retirement plan to align with your financial goals.
• Adjust Future Contribution Allocations: Reallocate your contributions to different investment options as your needs change.
• Exchange Between Funds or Rebalance Your Account: Optimize your investment strategy by exchanging funds or rebalancing your portfolio.
• Manage Your Beneficiaries: Ensure your beneficiaries are up-to-date to reflect your current wishes.
• Enroll in Your Plan: If you haven’t already, easily enroll in your retirement plan through the app.
• Update Your Profile: Change your communication preferences, username, and password to enhance your account security.

Why Choose Capital Group?

Since its inception in 1931, Capital Group, the home of American Funds, has been dedicated to helping investors achieve long-term investment success. With a rich history and a commitment to excellence, Capital Group provides the tools and resources necessary for effective retirement planning.

Conclusion: Take Control of Your Retirement

Utilizing this app can significantly enhance your retirement planning experience. By accessing key account details, making necessary adjustments, and leveraging the expertise of Capital Group, you can confidently navigate your financial future. Don’t hesitate to reach out to your employer if you have any questions about how this app fits into your retirement strategy.