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Retirement Planning

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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

Max: 111

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: May 2024

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: Jan 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 fact sheet (PP Bundled PPTPA)

This single sheet for plan sponsors and TPAs outlines notice delivery services available in PlanPremier, including the option to h... Details

Updated: Sep 2024

Not available to order

PlanPremier® Plan cost summary sample

Financial professionals and TPAs can customize and download client-ready Plan cost summaries with comprehensive plan data, including investment results, recordkeeping costs, industry benchmarks and more. Use this sample ... Details

Updated: Aug 2023

Not available to order

PlanPremier retirement plan financial checkup - You are here.

This retirement education brochure can be used to help give participants in PlanPremier 401(k) plans an idea of whether they’re sa... Details

Updated: Oct 2024
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