Forms & Literature

SIMPLE IRA Salary Deferral Election (Digital)

Form that allows employees to set up salary deferrals for their SIMPLE IRAs.

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 Company.

For the hard copy version, see the SIMPLE IRA Salary Deferral Election (Hard Copy)... Details

SIMPLE IRA - Take advantage of your employer’s contributions (Trifold brochure - English)

This brochure educates SIMPLE IRA plan participants on the benefits of employer contributions and en... Details

SIMPLE IRA - Take advantage of your employer’s contributions (Trifold brochure - Spanish)

This brochure educates SIMPLE IRA plan participants on the benefits of employer contributions and en... Details

SIMPLE IRA Transfer Election

For use when Capital Bank and Trust Company is the designated financial institution of a SIMPLE IRA plan. This form is used to periodically transfer contributions from a participant's American Funds SIMPLE IRA to a SIMPL... Details

Simplify a SIMPLE IRA with target date funds — American Funds Target Date Retirement Series

*For financial professionals, third-party administrators and institutional consultants only.* This... Details

Small business retirement survey report

This report highlights findings from our 2023 small business retirement survey and focuses on ways to help small business owners plan for retirement for themselves and their employees. Details

SMALLCAP World Fund Summary Prospectus

The summary prospectus provides key fund information, including the retirement plan share classes, and may be used in lieu of delivering a full statutory prospectus, even when giving clients sales literature that must be... Details

“Small steps can take you far.” Enrollment guide (for deferral Plans)

Help 401(k), 403(b) and SIMPLE IRA plan participants learn about the benefits of their retirement plan and start investing. This s... Details

“Small steps can take you far.” Enrollment guide (for non-deferral Plans)

Help money purchase and profit-sharing plan participants learn about the benefits of their plan and choose their investments. This... Details

Small Steps Can Take You Far - RP Enrollment Meeting Poster

RP Enrollment meeting poster used to announce enrollment workshop date, time, and location. Details

Small steps can take you far - sample customized enrollment meeting guide

Many plan sponsors want to see the actual enrollment brochure their retirement plan participants will receive. Use this sample wit... Details

Social Security and the Retirement You Envision (Sales Brochure)

This Investor sales brochure on Social Security to be presented by a Capital Group sales force member. Investor email invitation t... Details

Spanish version - “Small steps can take you far.” Enrollment guide (for non-deferral Plans)

Help money purchase and profit-sharing plan participants learn about the benefits of their plan and ... Details

Standardized Money Purchase Plan Adoption Agreement #007 - PPA

Part of the restatement mailing sent in 2015 along with the Basic Plan Document, Summary Plan Description and cover letter. Details

Standardized Profit-Sharing Plan Adoption Agreement #001 - PPA

Part of the restatement mailing sent in 2015 along with the Basic Plan Document, Summary Plan Description and cover letter. Details

Statement of Intention (SOI)

This form can be used to establish a Statement of Intention (SOI). Details

State-sponsored retirement plans and alternative options - Choose the retirement plan that’s best for your business (401(k) plan version) (PP Bundled PPTPA RKD)

This brochure provides plan sponsors with an overview of state-sponsored retirement plans and a comp... Details

State-sponsored retirement plans and alternative options - Choose the retirement plan that’s best for your business (401(k) plan version) (PP Bundled PPTPA RKD)

This brochure provides plan sponsors with an overview of state-sponsored retirement plans and a comp... Details

State-sponsored retirement plans and alternative options - Choose the retirement plan that’s best for your business (All plan types) (PP Bundled PPTPA RKD)

This brochure provides plan sponsors with an overview of state-sponsored retirement plans and altern... Details

State Tax Information

This document provides basic guidance for state income tax withholding on distributions from IRAs (Traditional, Roth, SIMPLE, SEP/SARSEP) and qualified retirement plans (403(b), 401(k), 457(b), MPP/PSP). Details