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Retirement Planning


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One fund. Many benefits. – AFTD participant PPT — American Funds Target Date Retirement Series

Helps plan-eligible employees better understand the importance of participation in employer retireme... Details

Updated: Aug 2024

One fund. Many benefits. – CGTD participant PPT

Helps plan-eligible employees better understand the importance of participation in employer retirement plans and offers insight on... Details

Updated: Aug 2024

Max: 111

One fund. Many benefits. – Presentation (AFTD)

This is ONLY for use as a digital PowerPoint presentation. Presentation slides and PDF version should NOT be distributed unless fi... Details

Updated: Jun 2021

Not available to order

One Fund. Many Benefits. TD Blend participant PPT

This explains how to get started when choosing a fund in a target date retirement solution, such as the Capital Group Target Date ... Details

Updated: Jun 2024

Not available to order

Plan your journey to retirement - presentation (SIMPLE IRA)

This presentation is designed to help financial professionals lead educational and enrollment workshops for SIMPLE IRA retirement ... Details

Updated: Mar 2024

Not available to order

Plan your journey to retirement – presentation (Spanish)

This presentation is designed to help financial professionals lead educational and enrollment workshops for retirement plan partic... Details

Updated: Mar 2024

Not available to order

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Presentation — Thriving in the New Normal: Reframe Your Value Around Client Goals

Part of the 2017 National Accounts RP Practice Management Program, this combination sell sheet/summa... Details

Updated: Apr 2017

Presentations to support retirement plan practices

These RP educational seminars from American Funds can be used to address challenges and help grow practices. Details

Updated: May 2024

Not available to order

Sample de minimis distribution cashout letter to participant

Use this sample letter to inform a participant of their retirement plan account options when they’re no longer employed by their c... Details

Updated: Jul 2024

Not available to order

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Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses, summary prospectuses, CollegeAmerica Program Description and ABLEAmerica Program Description which can be obtained from a financial professional and should be read carefully before investing. CollegeAmerica and ABLEAmerica are distributed by American Funds Distributors, Inc. and sold through unaffiliated intermediaries.

Depending on your state of residence, there may be an in-state plan that provides state tax and other state benefits not available through CollegeAmerica (such as financial aid, scholarship funds and protection from creditors) or ABLEAmerica.
Before investing in any state's 529 plan, investors should consult a tax advisor.

CollegeAmerica and ABLEAmerica are sponsored by Virginia529℠ .

All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.

Use of this website is intended for U.S. residents only. Use of this website and materials is also subject to approval by your home office.

As of July 1, 2024, American Funds Distributors, Inc. was renamed Capital Client Group, Inc.

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.