American Funds recently sponsored a PLANSPONSOR® and PLANADVISER® webcast featuring a panel of defined contribution (DC) industry veterans, representing a plan sponsor, a top benefits attorney and a senior DC specialist for American Funds. They discussed the shift in thinking around active and passive menu options. Among the forum topics:
This lively, hour-long session provided key insights on how to achieve the appropriate balance of plan investments.
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Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses or the collective investment trust's Characteristics statement, which can be obtained from a financial professional, Capital or your relationship manager, and should be read carefully before investing.
Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. This information is intended to highlight issues and not to be comprehensive or to provide advice.