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Retirement Planning

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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

One fund. Many benefits. - CGTD participant pamphlet

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

Updated: Aug 2024

Not available to order

One fund. Many benefits. – CGTD participant pamphlet (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

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

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

One Fund. Many Benefits. TD Blend participant Brochure

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

One Fund. Many Benefits. TD Blend participant Pamphlet

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

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

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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

Payroll Deduction Enrollment for Traditional/Roth IRAs

Form used by employees to establish payroll deduction IRAs. Details

Updated: Feb 2025

Not available to order

Payroll deduction IRA program highlights

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

Updated: Dec 2024

PlanPremier automated mandatory distribution service fact sheet

This fact sheet outlines how the automated mandatory distribution service in PlanPremier can help plan sponsors handle distributio... Details

Updated: Jan 2024

Not available to order

PlanPremier-Bundled retirement plan proposal — Morgan Stanley (PP Bundled)

This brochure, which can be customized for prospective clients, provides an overview of the features and pricing of the PlanPremie... Details

Updated: Jul 2024

Not available to order

PlanPremier - Managing your retirement plan account (PP Bundled PPTPA)

This single sheet shows PlanPremier participants how to access their retirement plan account and summarizes the capabilities of th... Details

Updated: Sep 2024

PlanPremier - Managing your retirement plan account (Spanish version) (PP Bundled PPTPA)

This single sheet shows PlanPremier participants how to access their retirement plan account and sum... Details

Updated: Sep 2024

PlanPremier - Morgan Stanley pricing

This sheet provides an overview of the pricing and features for PlanPremier 401(k) plans using Morgan Stanley 3(38) fiduciary investment services. Details

Updated: Jul 2024

Not available to order

PlanPremier notice delivery single sheet - Simplify your retirement plan notice process (PP Bundled PPTPA)

Capital Group’s notice delivery service offers two options to create and/or deliver plan notices to ... Details

Updated: Apr 2025

Not available to order

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