Use Group Investments to:

  1. If you need to change a participant’s fund allocation, just type in the new percentage amount and click the Verify button.
  1. If you need to change a participant’s fund allocation, just type in the new percentage amount and click the Verify button.
  2. Review your changes and click the Submit button.
  1. If you need to change a participant’s fund allocation, just type in the new percentage amount and click the Verify button.
  2. Review your changes and click the Submit button.
  3. A confirmation page appears.

Sign up now

Download and complete the Submitting Contributions form (PDF) and fax it to us. An American Funds Representative will then contact you with your user ID and password.

More information

Take an online tour of our Web-based tool.

You can also:

  • Review old rosters – Access your roster history to view and print the details of your last six rosters.

  • Upload a roster – Save time by uploading a spreadsheet from your computer using an Excel (.xls) or comma-separated values (.csv) file.

  • Save a roster – If you haven’t finished making changes, save your roster and then complete it at a later time.

  • Select plan funds – Control which funds are available for participants to invest in.

  • Add a new participant – Some plans can add participants in just minutes.

 

For more information call us at 800/421-0180,ext. 39, between 8 a.m. and 8 p.m. Eastern time, Monday through Friday. Or e-mail us, and we’ll contact you at your convenience.

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity. Investors should carefully consider the investment objectives, risks, charges and expenses of the American Funds. This and other important information is contained in the prospectuses, which can be obtained from your financial adviser and should be read carefully before investing.

The Capital Group Companies

  • American Funds
  • Capital Research and Management
  • Capital International
  • Capital Guardian
  • Capital Bank and Trust