Maximize Your Retirement with the Capital Group RecordkeeperDirect App

The Capital Group RecordkeeperDirect app is specifically designed for participants enrolled in retirement plans managed by Capital Group. If your plan ID begins with BRK or IRK, you can access the app at capitalgroup.com/retirement/participant. This app is not intended for other account types, such as American Funds Traditional, Roth, SIMPLE IRAs, or 529 college savings accounts. If you are uncertain whether this app is suitable for your plan, please reach out to your employer for clarification.

Key Features of the Capital Group RecordkeeperDirect App

The Capital Group RecordkeeperDirect app offers a range of features that empower you to manage your retirement account effectively. Here’s what you can do:

Access Essential Account Information

Stay informed about your retirement savings by viewing crucial account details, including:

• Balances Across Investment Options: Get a comprehensive view of your balances across various investment options and contribution types.
• Your Personal Rate of Return: Monitor your investment performance with insights into your personal rate of return.
• Transaction History: Review your transaction history to keep track of your contributions and withdrawals.
• Future Contribution Allocations: Plan ahead by viewing your future contribution allocations.
• Outstanding Loans and Recent Withdrawals: Keep tabs on any outstanding loans and recent withdrawals from your account.

Make Account Adjustments with Ease

The app also allows you to make necessary changes to your account, depending on your plan's provisions. You can:

• Exchange Between Funds: Easily switch between different funds to align with your investment strategy.
• Rebalance Your Account: Maintain your desired asset allocation by rebalancing your account as needed.
• Adjust Future Contribution Allocations: Modify your future contributions to better suit your financial goals.
• Update Personal Information: Keep your contact details current by updating your address, phone number, and email address.

Why Choose Capital Group?

Since its inception in 1931, Capital Group has been dedicated to helping investors achieve long-term investment success. As the home of American Funds, Capital Group combines decades of experience with a commitment to providing quality investment solutions. By utilizing the RecordkeeperDirect app, you can take control of your retirement planning and make informed decisions that align with your financial objectives.

Conclusion: Take Charge of Your Retirement

The Capital Group RecordkeeperDirect app is an invaluable tool for participants in specific retirement plans. With its user-friendly interface and comprehensive features, you can easily manage your account, track your investments, and make necessary adjustments to secure your financial future. If you are part of a Capital Group retirement plan, download the app today and start maximizing your retirement savings.