American Funds PlanPremier401k

American Funds PlanPremier401k Software


Company Name:


 
  2024-01-31

American Funds PlanPremier401k Overview


What is American Funds PlanPremier401k?

The American Funds PlanPremier app is designed for participants in employer-sponsored retirement plans. It provides access to key account details, investment lineup, and allows users to make changes to their account as allowed by their plan.



Features


- Personalized estimate of monthly retirement income

- Personal rate of return

- Balances across investment options

- Summary transaction history

- Future contribution allocations

- Beneficiaries (if available)

- Access and download plan forms

- Upload documents to request certain account changes

- View investment lineup

- Update contribution amount

- Adjust future contribution allocations

- Exchange between funds or rebalance account

- Manage beneficiaries

- Enroll in plan

- Update profile, including communication preferences, username, and password

- Request a loan and view active loan information.



Official Screenshots


         


Product Details and Description of



This app is only for participants in American Funds PlanPremier employer-sponsored retirement plans. It’s not meant for other retirement, college or individual investor accounts. If you’re not sure this app is for your plan, contact your employer. Use this app to: View key account details such as: • A personalized estimate of your monthly retirement income • Your personal rate of return • Balances across investment options • Summary transaction history • Future contribution allocations • Beneficiaries (if available) • Access and download plan forms • Upload documents to request certain account changes • View your investment lineup Make changes to your account, as allowed by your plan: • Update your contribution amount • Adjust future contribution allocations • Exchange between funds or rebalance your account • Manage your beneficiaries • Enroll in your plan • Update your profile, including communication preferences, username and password. • Request a loan and view active loan information Since 1931, Capital Group, home of American Funds, has helped investors pursue long-term investment success.




Top Reviews

By Kostasko

It’s fine. Please read.

This app is for people who have their 401ks through their employers. That’s why I was able to get in. The app itself seems functional so far. No issues. I suggest you read a bit before downloading an app that’s not meant for you (referencing all the negative reviews).

By Cmoon007

Amazing app

So much easier than always logging into the website. Can print forms etc straight from the app

By Jarhead8084

User friendly

This app is very user friendly.





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