American Funds Record-Keeper Direct
Record-keeper Direct – Marketing Information
Click here for Benetech’s fee schedule for this program.
For basic information on this program you can visit the Joneslink page for American funds RK Direct at: WEB131592.
For more detailed marketing information on the Record-keeper Direct program, please visit American Funds’ Adviser Center website (if you don’t already have a login ID and password for this site, call 800-421-9900 and ask for Adviser Center login access).
Record-keeper Direct – Existing Client Web Access to Participant Accounts
Financial advisers, participants, and plan sponsors of an existing Record-keeper Direct plan can access their plan account at americanfunds.com/retire.
Initial participant accounts us their Social Security Number (no hyphens) and the last for digits of the SSN as the default PIN (they will be prompted to change their PIN after the first time).
Participants with questions may call 800-421-6019 extension 21.