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Retirement Planning

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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: Nov 2024

PlanPremier retirement plan financial checkup - You are here. (Spanish)

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

PlanPremier-TPA Next steps document — Morgan Stanley (PPTPA)

This sheet can be filled out and submitted to begin onboarding for a PlanPremier-TPA 401(k) plan using Morgan Stanley 3(38) fiduci... Details

Updated: Jul 2024

Not available to order

PlanPremier-TPA retirement plan proposal — Morgan Stanley (PPTPA)

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

Plan your journey to retirement - presentation (SIMPLE IRA)

This presentation is designed to help financial professionals lead educational and enrollment workshops for SIMPLE IRA retirement ... Details

Updated: Mar 2024

Not available to order

Plan your journey to retirement – presentation (Spanish)

This presentation is designed to help financial professionals lead educational and enrollment workshops for retirement plan partic... Details

Updated: Mar 2024

Not available to order

Plug in to the Ascensus - American Funds Pooled Employer Plan (PEP)

This co-branded brochure covers potential benefits and other reasons to consider a PEP, as well as the organizations and individua... Details

Updated: Dec 2023

Not available to order

The power of protected lifetime income – The difference a variable annuity can make. Merrill Lynch Version (Dealer Vrs - ML)

Merrill Lynch Version; Single sheet to share with clients when discussing the benefits of allocating... Details

Updated: Mar 2024

Power your practice with PlanPremier — Morgan Stanley (Dealer Vrs - MS PP Bundled PPTPA)

This fact sheet, for Morgan Stanley financial professionals, provides information on the features an... Details

Updated: Jul 2024

Not available to order

Practice-building strategy - Winning just two plans a year can add up over time

This sheet is designed to encourage financial professionals to sell retirement plans as part of their practice. Just two plans a y... Details

Updated: Aug 2024
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Presentation — Thriving in the New Normal: Reframe Your Value Around Client Goals

Part of the 2017 National Accounts RP Practice Management Program, this combination sell sheet/summa... Details

Updated: Apr 2017

Presentations to support retirement plan practices

These RP educational seminars from American Funds can be used to address challenges and help grow practices. Details

Updated: May 2024

Not available to order

Prospectus and program description schedule

Calendar of current fund prospectus updates. Details

Updated: Nov 2024

Not available to order

Qualified Plans - Required Minimum Distributions

Investors can use this form to request one-time or recurring RMD payments from Capital Bank and Trust Company money purchase or pr... Details

Updated: Mar 2024

Not available to order

Ready to Make a Move

A RecordkeeperDirect participant who has left the company/organization sponsoring their retirement plan can use this booklet to request a cash distribution or rollover. Contains Application for Direct Rollover to a Ne... Details

Updated: Jan 2024

Max: 1

Reasons to consider increasing your contributions (Trifold brochure - English)

This brochure encourages retirement plan participants to increase the amount they are saving for retirement. Details

Updated: Jun 2024

Max: 50

Reasons to consider increasing your contributions (Trifold brochure – Spanish)

This brochure encourages retirement plan participants to increase the amount they are saving for retirement. Details

Updated: Jun 2024

RecordkeeperDirect automatic enrollment overview brochure

This brochure provides an overview of how to implement automatic enrollment and escalation provisions for RecordkeeperDirect plans... Details

Updated: Oct 2023

Not available to order

RecordkeeperDirect electronic loan service

Use this sheet to show plan sponsors the benefits of RecordkeeperDirect’s online loan processing option. Details

Updated: Oct 2024

Not available to order

RecordkeeperDirect notice delivery fact sheet (RKD)

This single sheet introduces plan sponsors and TPAs to the notice delivery feature available in RecordkeeperDirect. Details

Updated: Sep 2024

Not available to order

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