403(b) Custodial Account Invested in American Funds
Product ID: 55


Type:
Mutual Fund 


$119
0.99%
None
Yes



Enrollment and Questions

Use the following contact information to enroll or ask questions.

Website:
Phone:
(800) 421-4225
 E-mail:
Mailing Information  Address:
Attention: Shareholder Services
333 South Hope Street, 55th Floor
Los Angeles, CA 90071
  In-person:
Questions about enrollment?
View the Contact Information tab on the Vendor Details page for a list of office locations.


Employees who work for tax-exempt organizations (schools, charitable institutions, etc.) may invest for retirement in a 403(b) plan invested in the American Funds. The plan may be funded entirely by employee elective deferrals or may allow for additional employer contributions (matching and/or non-elective). Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Investors should carefully consider the investment objectives, risks, charges and expenses of the American Funds in their plan. This and other important information is contained in the funds' summary prospectuses and/or prospectuses, which are available from the plan's financial professional and on the Web. Read the prospectuses carefully before investing.

Select the topics below to expand and view additional product details


American Funds does not provide investment advice. Please contact your financial professional for these services.
Class R shares are sold without any initial or contingent deferred sales charge.
Please refer to your financial advisor to determine whether Self-Directed investment Brokerage Accounts are available.
American Funds does not provide investment advice. Please refer to your financial advisor to begin planning your Asset Allocation.
American Funds does not provide investment advice. Please refer to your financial advisor to determine whether a Rebalance feature is available in your plan.
American Funds does not provide investment advice. Please refer to your financial advisor to determine whether an automatic exchange plan or and automatic investment plan is available for Dollar Cost Averaging in your plan.
Generally, you may exchange your shares for shares of the same class of other American Funds without a sales charge. Exchanges of shares from American Funds U.S. Government Money Market Fund initially purchased without a sales charge to shares of another American Fund generally will be subject to the appropriate sales charge applicable to the other fund.
Please refer to your financial advisor to determine whether Free Withdrawals are available in your plan.
Please refer to your financial advisor to determine whether Partial Withdrawals are available in your plan.
Not applicable to American Funds.
Not applicable to American Funds.
Please refer to your financial advisor to determine whether Loans are available in your plan.
Please refer to your financial advisor to determine whether Hardship Withdrawals are available in your plan.
Please refer to your financial advisor to determine whether Required Minimum Distribution Services are available in your plan.
Additional Information:
American Funds and American Funds 403(b) retirement plans are sold through third-party, registered broker-dealer firms. A plan's financial representative would be able to assist participants with portfolio rebalancing, as necessary. A number of recordkeeping platforms offer access to 403(b) custodial accounts investing in the American Funds. These recordkeeping platforms include but are not limited to the following firms: Capital Bank & Trust/American Funds, ASPire Financial Services LLC, AMI, CPI, PenServ and others.


All 403(b) products contain fees. The amount of fees varies greatly depending on the product. A slight increase in fees can substantially reduce the growth in your account which will reduce your income in retirement. To learn more about the impact of fees, and the different types of fees please refer to the Explanation of Fees piece located in the Help & Resources.

Fees




$10.00 Annually Flat Dollar Amount Yes No Yes
Fee Waiver
Custodial fee is not waived.

$10.00 At the time funds are invested Flat Dollar Amount No No Yes

Funding Options


Fixed Investment Options

Variable Investment Options


add to Compare Compare

Compare up to 3 products
Compare up to 3 products
Product Name
Type

()
  Add to Favorites In Favorites Remove from List


add to Favorites Favorites

There are currently no favorites
10 maximum per product type
Product Name
Type

()
  Add to Favorites In Favorites Remove from List