Forms & Literature

The right choice for 401k plans - PlanPremier fee-based single sheet (PP Bundled PPTPA)

This single sheet for financial professionals outlines how PlanPremier can fit within and benefit th... Details

The right choice for 401k plans - PlanPremier fee-based single sheet - R-6 shares (R-6 Share PP Bundled PPTPA)

This single sheet for financial professionals using R-6 shares outlines how PlanPremier can fit with... Details

RKD e-distributions – Take advantage of a better withdrawal process online (RKD)

This single sheet highlights key benefits and features of the e-distribution services available for ... Details

Roth IRA Request for Conversion

Convert a Traditional, SIMPLE or SEP/SARSEP IRA to a Roth IRA. Details

Roth vs. pretax contributions (Trifold brochure - English)

This brochure helps retirement plan participants understand the differences between Roth and pretax contributions. Details

RP enrollment meeting support - Educational website guide

Use this guide to lead an enrollment meeting using your client’s educational website. Details

RP Practice Builder - Identify Prospective Retirement Plan Clients

This worksheet can help financial professionals identify prospective retirement plan clients and offers case studies to show of ho... Details

RP Practice Builder - Winning just two plans a year single sheet for Edward Jones (Dealer Vrs - EJ)

This is an Edward Jones version of an enterprise piece promoting the benefits to FAs of adding RP bu... Details

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

SARSEP IRA Salary Deferral Election

Form that allows employees to set up salary deferrals for their SARSEP account. This form is for employer and employee use only. It should not be sent back to American Funds Service Company or Capital Bank and Trust Comp... Details

SARSEP Plan Sponsor Guide

Explains SARSEP plan basics and includes all the forms an employer needs to set one up. Details

SARSEP Retirement Plan Employee Guide

Eligible employees can use this enrollment guide and application to establish a SARSEP IRA. Details

SECURE 2.0 Act of 2022 - A boost to retirement saving

This sheet summarizes some of the key provisions of SECURE 2.0 related to qualified retirement plans. Details

SEP IRA Employee Guide

Eligible employees can use this enrollment guide and application to establish a SEP IRA. Details

SEP IRA Plan Sponsor Guide

Use this guide to establish a SEP IRA plan. Details

SEP IRA program highlights

This single sheet provides an overview of the key benefits of opening a Capital Group SEP IRA program. Details

Short-Term Bond Fund of America Summary Prospectus

The summary prospectus provides key fund information, including the retirement plan share classes, and may be used in lieu of deli... Details

SIMPLE IRA Employee enrollment kit

This kit includes resources to help you educate participants about their plan and the basics of investing. You may also want to download the Fund information guide to help participants complete the enrollment form. Details

SIMPLE IRA Employee Guide (Digital)

Eligible employees can use this enrollment guide and application to establish a SIMPLE IRA.

For the hard copy version, see the SIMPLE IRA Employee Guide (Hard Copy).... Details

SIMPLE IRA Employee Guide (Hard Copy)

If the plan will offer Roth employee salary deferral contributions effective 1/1/25, use the digital version.

Eligible employees can use this enrollment guide and application to establish a SIMPLE IRA.

For the digital version, see the SIMPLE IRA Employee Guide (Digital). ... Details