Enter the contribution amount for each participant and then click NEXT to verify and submit your roster. See Step 1: Verify and Submit below for continued steps. You may also use this page to: Edit participant investment allocations. Add participants to the roster. Remove participants from the roster. Save changes and submit the roster in the future. American Funds and the information contained in this website are intended only for persons eligible to purchase U.S. registered mutual funds. Emergency messages on Sponsor. Lorem ipsum dolor sit amet, consectetuer adipiscing elit, sed diam nonummy nibh euismod tincidunt ut laoreet dolore magna. Once American Funds receives both the completed Incoming Rollover Request form and the rollover check, the funds will be invested into your retirement plan account according to your investment elections on file.

Enter the contribution amount for each participant and then click NEXT to verify and submit your roster. See Step 1: Verify and Submit below for continued steps. You may also use this page to: Edit participant investment allocations. Add participants to the roster. Remove participants from the roster. Save changes and submit the roster in the future. American Funds and the information contained in this website are intended only for persons eligible to purchase U.S. registered mutual funds. Emergency messages on Sponsor. Lorem ipsum dolor sit amet, consectetuer adipiscing elit, sed diam nonummy nibh euismod tincidunt ut laoreet dolore magna. Once American Funds receives both the completed Incoming Rollover Request form and the rollover check, the funds will be invested into your retirement plan account according to your investment elections on file. If your payment has been returned unpaid by your financial institution, we may charge a returned payment fee and any applicable late fees based on the terms and conditions of your Cardmember Agreement.We may resubmit payments returned for insufficient or uncollected funds up to two additional times, unless your financial institution has specified the payment request cannot be re-presented. Online. Log in to your online account; Click the File a Claim button on the top of the page; Select Reimbursement Account; Complete the claim form; Click the Submit button; AFmobile; Touch the Submit Reimbursement button on the AFmobile dashboard; Complete the Claim Form; Upload receipt; Click the Submit button; Fax or Mail

If you prefer to work independently, open a WellsTrade® online and mobile brokerage account to invest in mutual funds, as well as stocks, ETFs, and options.

Click on the document titles below to view forms. Forms labeled as “fillable” can be filled out online. To view and print forms, you can use Adobe® Reader®, which is free. To save a completed form, you need the full version of Adobe Acrobat®, which must be purchased. Before sending a completed form to American Funds, Welcome to American Funds RecordkeeperDirect. RecordkeeperDirect Services; Services RecordkeeperDirect Does Not Provide; Roles and Responsibilities Checklist; Service Standards for Transactions and Reports Contact and Plan/Account Access Information. Your American Funds Service Team; How to Contact Us; How to Access Plan and Account Information ABOUT AMERICAN FUNDS: The American Funds Advantage; Security; Media Relations; Careers; RETIREMENT PLANNING. About retirement plans; Develop an investment strategy; Changing needs; Life stages; American Funds Investors; Other references; MUTUAL FUND BASICS. ABCs of investing; What are mutual funds? A Solution for Every Business. With more than 360,000 plans, American Funds offers more retirement plan features and flexibility than ever. Count on us to provide a retirement plan solution that can work for you – whether large or small, startup or takeover, or needing a TPA or bundled plan administration. 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.

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If you need a user ID, complete and send us this form: Online Group Investments (OGI) Submitting Contributions and Fax Cover (PDF). If you need help, please  Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in each fund's  I'm , your regional contact at American Funds. As you browse the site, you'll see that every page gives you the opportunity to email, call, or schedule a meeting  12 Feb 2020 Here are the differences between two of the largest mutual fund families, American Funds and The Vanguard Group, and how their returns 

1 of 2. Online Group Investments (OGI) Submitting Contributions. 10/18. • For new plans, submit this form with your initial plan paperwork. • An email will be sent to each contact with instructions for getting started. • )To add or remove contacts after the plan is established, the employer/business owner may call us at (800 421-4225, ext.

If your payment has been returned unpaid by your financial institution, we may charge a returned payment fee and any applicable late fees based on the terms and conditions of your Cardmember Agreement.We may resubmit payments returned for insufficient or uncollected funds up to two additional times, unless your financial institution has specified the payment request cannot be re-presented. Online. Log in to your online account; Click the File a Claim button on the top of the page; Select Reimbursement Account; Complete the claim form; Click the Submit button; AFmobile; Touch the Submit Reimbursement button on the AFmobile dashboard; Complete the Claim Form; Upload receipt; Click the Submit button; Fax or Mail

Welcome to American Funds RecordkeeperDirect. RecordkeeperDirect Services; Services RecordkeeperDirect Does Not Provide; Roles and Responsibilities Checklist; Service Standards for Transactions and Reports Contact and Plan/Account Access Information. Your American Funds Service Team; How to Contact Us; How to Access Plan and Account Information

Learn more about how Principal can help you plan for whatever events, milestones, or changes happen in your life. If you prefer to work independently, open a WellsTrade® online and mobile brokerage account to invest in mutual funds, as well as stocks, ETFs, and options.

Learn more about how Principal can help you plan for whatever events, milestones, or changes happen in your life. If you prefer to work independently, open a WellsTrade® online and mobile brokerage account to invest in mutual funds, as well as stocks, ETFs, and options. Investors primarily buy American Funds mutual funds through brokerage firms, some online discount brokers, or 401(k) plans. American Funds should appeal to   Find out best way to reach Www Myretirement Americanfunds Com Login. Help Set Up Your Online Account It only takes about 10 minutes Get Started. Submit a payroll contribution in a few easy steps: Enter a trade date (optional). Specify the contribution year, if applicable. Input contribution amounts. Verify and submit. Upload a Payroll Contribution Spreadsheet; You can also submit contributions by importing a spreadsheet. Welcome to American Funds Online Group Investments. You’ve made it easy for your employees to save. Let us make your contribution process just as easy by registering for online group investments today.