Welcome to American Funds Online Group Investments

You’ve made it easy for your employees to save. Let us make your contribution process just as easy by registering for online group investments today.

Managing your employer-sponsored plan online is:

Fast

  • Manage your plan in just minutes and free up time for other important tasks.
  • Put assets to work sooner by making investments directly from your bank account.

Safe

  • Know that your employee data is fully encrypted and secure.
  • Avoid unnecessary security risks from lost or mishandled mail.

Convenient

  • Service your plan whenever you want.
  • Send electronic submissions to eliminate paperwork and postage.

Expand All

Site Features

  • Review Recent Activity

  • Roster history gives you an at-a-glance view of your contribution history for the past 18 months. You can review the status and contribution details of previously submitted rosters or return to a saved work-in-progress roster at the click of a button.

    Image shows an example of the Roster History page, which includes each roster's status, date, roster amount, payment type and confirmation number, along with a View roster link.

  • Enter New Contributions Manually

  • Submit a payroll contribution in a few easy steps:

    • Enter a trade date (optional).
    • Specify the contribution year, if applicable.
    • Input contribution amounts.
    • Verify and submit.

    Image shows an example of the Submit a Roster page, which includes a roster's trade date and contribution year, along with the options to Delete and Save the roster. It also shows Participant names and partial SSNs, and Contribution year and amounts (employer contributions and salary reduction employee contributions) that can be entered separately for each participant.

  • Upload a Payroll Contribution Spreadsheet

  • You can also submit contributions by importing a spreadsheet.

    • Format your own spreadsheet (see image below) or use the default roster template available online.
    • Upload the completed file to streamline your process.

    Image shows the spreadsheet format. There are two rows and five columns. Row 1 has the column heading, and row 2 has an example for each column: A. Last Name (example, Anderson) B. First Name (example, Peter) C. SSN (example, 111-11-1234) D. Employer Contribution (example, 10) E. Salary Deferral (example, 20). Image shows an example of the Upload a Roster page, where roster files can be uploaded and mapped. Roster files must be in CSV format; Excel format is no longer supported.

  • Update Plan Information

  • Easily update email and mailing addresses, bank information or participant fund allocations for your plan. Also, once you’ve logged into the website, you’ll have access to the Online Group Investments User Guide. This guide provides a combination of visuals and step-by-step instructions for each section of the website.

  • Request a Report

  • You can request a plan level Contribution Report for your SIMPLE IRA plan online:

    • Go to the Select an action drop down menu.
    • Click on Request a Report.
    • Specify the start date and format.
    • Download the file to your device.

    Image shows an example of the My Plans page, which allows users to select from the following actions: Roster history, Submit a roster for contributions, Upload a roster, Plan details, Bank information, Participant maintenance, Enroll a new participant, and Request a report.

Ready to get started? See "New to our site?" near the LOG IN button above.

Login

For login help, please contact us.

New to our site?

If you have a user ID, register now.

If you need a user ID, complete and send us this form: Online Group Investments (OGI) Submitting Contributions (PDF).

If you need help, please contact us.

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 investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.

This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.

Use of this website is intended for U.S. residents only.

Who are you ?

FINANCIAL INTERMEDIARIES

INVESTORS

INSTITUTIONS

RETIREMENT PLANS
Financial Professional Individual Investor Institution or Consultant Employer or Plan Sponsor
RIA Private Client Third-Party Administrator
Retirement Plan Investor
Select another location

Who are you ?

RETIREMENT PLAN INVESTOR
Use your plan ID (available on your account statement) to determine which employer-sponsored retirement plan website to use:

IF YOUR PLAN ID BEGINS WITH IRK, BRK, 1 OR 2

IF YOUR PLAN ID BEGINS WITH IRK, BRK, 34 OR 135
Visit americanfunds.com/retire Visit myretirement.americanfunds.com

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