About Icon

Description

It is not meant for other account types, including American Funds IRA or 529 college savings accounts investors.

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.

iOS Store Category:

Primary: Finance

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Total Ratings

1.4K
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120
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2
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87

Screenshots

American Funds PlanPremier401k screenshot 1American Funds PlanPremier401k screenshot 2American Funds PlanPremier401k screenshot 3American Funds PlanPremier401k screenshot 4American Funds PlanPremier401k screenshot 5

Version History

Launched Apr 28, 2019 (over 1 year ago).

Releasing new versions every about 1 month, on average.

Oct 23
2020
(Current)
Version 1.7.1

This update includes bug/crash fixes that will require you to update to the latest version.

Oct 18
2020
Version 1.6.5

We update the app regularly so we can make it a better experience for you. Get the latest version for all of the available features. This version includes updates to our homepage resources, loan details and personal profile.

Aug 23
2020
Version 1.6.4

Minor updates including historical balance detail and refreshed "My Investments" view.

Jun 14
2020
Version 1.6.3

This update includes:
• Request a loan.
• View and add bank accounts.
• Other minor enhancements.

Please note: Features are subject to plan availability.

May 13
2020
Version 1.6.2

This update includes:
• Siri enhancements to view account balances.
• Widget enhancements to view health savings account balances.
• Apple Watch enhancements to view rate of return and recent transaction history.
• Other minor enhancements.

Please note: Features are subject to plan availability.

Apr 22
2020
Version 1.6.1

This update includes a consolidated view of forms and account information related to the CARES Act, that provides financial aid for those affected by the COVID-19 pandemic.

Mar 25
2020
Version 1.6.0

This update includes bug fixes that will require you to update to the latest version.

Mar 11
2020
Version 1.5.3

This update includes:
• Additional balance details - source balances with vesting and investment balances with valuation.
• Expanded search options for transaction history, statement, and rate of return.
• Widget enhancements.

Please note: Features are subject to plan availability.

Jan 14
2020
Version 1.5.2

Bug/crash fixes

Dec 15
2019
Version 1.5.1

Minor enhancements

Nov 06
2019
Version 1.4.4

Minor enhancements including the ability to scan documents for iOS 13 users

Oct 21
2019
Version 1.4.3

This update includes:
• View other assets used for retirement income projections.
• View additional contribution details and plan messages on enhanced account overview.
• View transaction history details for distributions, conversion history, and earnings.
• View statements and documents along with statement on-demand account activity.

We've also added notifications to alert users when the app times out due to inactivity or when notices are available.

Please note: Features are subject to plan availability.

Aug 12
2019
Version 1.4.2

This update includes:
• View transaction history details for contributions, transfers, dividends, and fees.
• Request new loans, and view active loan details.
• View plan investment lineup details.
• Manage contributions and view account detail for Empower Health Savings Accounts.

Jun 16
2019
Version 1.4.1

This update includes a customizable widget and quick action menu as well as the ability to view withdrawals and additional profile information.

Update includes a customizable widget and quick action menu.

Use the widget to:
• View progress toward your retirement income goal.
• View account balance, rate of return, and recent transaction history.

Additional updates include:
• Investment detail added to enhanced account overview.
• Request new withdrawals, and see withdrawal history.
• Download plan forms.
• View and update additional profile information.

Apr 28
2019
Version 1.4.0

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