Form 5500, Schedule C

Is anyone else having difficulties, receiving Schedule C data (direct and/or indirect compensation) from American Funds? If so, how did you resolve?

Yes!!!  I spent way too much time trying to get this data from American Funds - it's a special report that needs to be run & the customer service folks don't know about it - our sales rep, Jason Brady (jason_brady@capgroup.com) was the one who finally got the information to us - I'd reach out to your local sales rep or Jason directly.

Thank you, BFlash!