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Retirement Planning

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Managing your account - RecordkeeperDirect

This sheet provides participants in RecordkeeperDirect plans with an overview of how to access and manage their retirement account... Details

Updated: Mar 2024

Managing your account - SIMPLE IRA Plus

This sheet provides participants in SIMPLE IRA Plus plans with an overview of how to access and manage their retirement accounts online and by phone, and highlights key savings tools. Details

Updated: May 2024

Medicare checklist

An easy-to-understand checklist for clients, outlining some important Medicare steps, timelines and deadlines for 2024. Details

Updated: Dec 2023

Not available to order

Meeting your fiduciary responsibilities

This single sheet, aimed at helping plan sponsors meet their fiduciary duties, provides guidance to help ensure different plan service providers fulfill their responsibilities. Details

Updated: Jun 2024

Model portfolio worksheet

Financial professionals who construct model portfolios for plans in PlanPremier can enter the underlying funds in this worksheet to show participants the models available in their plan. Details

Updated: Oct 2022

Not available to order

Multi-Sector Income Fund Summary Prospectus

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

Updated: Mar 2024

Name Change Request

Form used by existing shareholders to effect a legal name change on American Funds and CB&T accounts. Details

Updated: Nov 2023

Not available to order

New Participant Enrollment for 403(b) Basic Employer

Form used to add a participant to an existing employer-sponsored 403(b) plan. Accounts are aggregated at the plan level for a red... Details

Updated: May 2024

Not available to order

New Participant Enrollment for 403(b) Basic Individual

Form used to add a participant to an existing individual 403(b) plan. Accounts are generally aggregated at the participant level.... Details

Updated: May 2024

Not available to order

New Participant Enrollment for 403(b) Basic Texas ORP

Form used to add a participant to an existing Texas ORP 403(b) plan. Details

Updated: May 2024

Not available to order

New Perspective 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

Updated: Dec 2023

New rules for today’s 403(b) market

Outlines a brief summary of American Funds’ interpretation of the revised 403(b) rules. Details

Updated: May 2009

Not available to order

New 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

Updated: Jan 2024

Next-gen retirement legislation - What you need to know

This sheet summarizes three retirement plan bills that are progressing through the legislative process, sometimes referred to as S... Details

Updated: Aug 2022

Not available to order

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

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

Updated: Nov 2024

One fund. Many benefits. – AFTD participant brochure (Spanish) — American Funds Target Date Retirement Series

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

Updated: Nov 2024

One fund. Many benefits. – AFTD participant pamphlet — 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. – 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 brochure

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

Updated: Nov 2024

Not available to order

One fund. Many benefits. – CGTD participant brochure (Spanish)

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

Updated: Feb 2024

Not available to order

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