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In observance of the Independence Day federal holiday, the New York Stock Exchange and Capital Group’s U.S. offices will close early on Wednesday, July 3 and will be closed on Thursday, July 4. On July 3, the New York Stock Exchange (NYSE) will close at 1 p.m. (ET) and our service centers will close at 2 p.m. (ET)

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Retirement Planning

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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

Max: 25

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: Jan 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: Feb 2024

Not available to order

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: Dec 2023

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: Dec 2023

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: Dec 2023

Not available to order

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

Online Advisor’s Guide (OAG)

Find helpful resources for our funds, such as share class pricing and details. All the information in the Advisor’s Guide, formerly a PDF of consolidated monthly results, is available on our website... Details

Updated: Apr 2021

Not available to order

Online Group Investments (OGI) Submitting Contributions

Form used to submit contributions to SIMPLE, SEP, SARSEP, 403(b), or 457(b) plans. Details

Updated: Mar 2021

Not available to order

Payroll Deduction Enrollment for Non-Retirement Accounts

Form used by employees to establish Payroll Deduction Non-Retirement accounts. Details

Updated: Aug 2023

Not available to order

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Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.

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.

American Funds Distributors, Inc., member FINRA.

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.