American Funds RecordkeeperDirect 401k

Manage your American Funds RecordkeeperDirect retirement plan with ease using this user-friendly app. Designed specifically for participants with plan ID's starting with BRK or IRK, American Funds RecordkeeperDirect 401k app allows you to view important account details such as balances, personal rate of return, transaction history, and future contribution allocations. You can also make changes to your account, including exchanging funds, rebalancing your portfolio, and updating your contact information. With a long history of investment success, Capital Group, home of American Funds, has been a trusted partner since 1931. Take control of your financial future with this powerful app.

Features of American Funds RecordkeeperDirect 401k:

❤ Account Management: The American Funds RecordkeeperDirect 401k app allows participants to manage their retirement accounts conveniently. Users can view key account details such as balances, transaction history, personal rate of return, contribution allocations, outstanding loans, and recent withdrawals.

❤ Account Customization: The app allows users to make changes to their accounts based on the options allowed by their retirement plan. Users can exchange between funds, rebalance their accounts, adjust future contribution allocations, and update personal information like address, phone number, and email address.

❤ Exclusive to RecordkeeperDirect 401k Plans: This app is specifically designed for participants in American Funds RecordkeeperDirect retirement plans. It is not suitable for other account types, including American Funds IRA or 529 college savings accounts.

❤ Trusted and Established Institution: Capital Group, home of American Funds, has been helping investors achieve long-term investment success since 1931. The app is backed by a reputable and experienced financial institution.

Tips for Users:

❤ Stay Updated: Regularly check your account details, transaction history, and contribution allocations to stay on top of your retirement savings.

❤ Utilize Account Customization Features: Take advantage of the app's tools to optimize your retirement savings, such as rebalancing your portfolio and adjusting future contribution allocations.

❤ Contact Your Employer for Clarification: If you are unsure whether the app is suitable for your retirement plan, reach out to your employer for guidance and confirmation.

Conclusion:

The American Funds RecordkeeperDirect 401k app is a convenient tool for participants in American Funds RecordkeeperDirect retirement plans to manage their accounts. With features such as account management and customization, users can easily track their balances, transaction history, and contribution allocations. The app is backed by Capital Group, a trusted financial institution with a long history of investment success. Stay on top of your retirement savings by utilizing the app's features and contacting your employer for any clarification needed. Ensure a secure financial future with the American Funds RecordkeeperDirect 401k app.