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On Independence Day, the New York Stock Exchange and Capital Group’s U.S. offices will be closed.

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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RecordkeeperDirect online enrollment summary guide

This guide for plan sponsors and intermediaries describes how online enrollment works for RecordkeeperDirect plans, as well as the... Details

Updated: Apr 2024

RecordkeeperDirect® Plan cost summary sample

Financial professionals and TPAs can customize and download client-ready Plan cost summaries with comprehensive plan data, includi... Details

Updated: Aug 2023

Not available to order

RecordkeeperDirect® Plan Review Sample Report

Plan Review reports compile plan, participant and investment data to help sponsors assess and improve their plans. Use this sample... Details

Updated: Jun 2020

Not available to order

RecordkeeperDirect plan sponsor reports sheet (RKD) (RKD)

Provides a listing of reports available for RecordkeeperDirect retirement plans. Financial professionals and TPAs can share this s... Details

Updated: Dec 2023

Not available to order

Request for a Cash Distribution or Rollover

A RecordkeeperDirect participant who is no longer employed with the company/organization sponsoring their retirement plan can use ... Details

Updated: Jan 2024

Not available to order

Request for Transfer of Assets or Direct Rollover

Form used to request a transfer or direct rollover from an external IRA or qualified plan to an American Funds Traditional, Roth, ... Details

Updated: Mar 2024

Not available to order

Required Minimum Distribution (RMD) Request

Investors can use this form to request one-time or recurring RMD payments from a Traditional IRA (including SEP, SARSEP and SIMPLE... Details

Updated: Jul 2024

Not available to order

Required Minimum Distributions brochure

This brochure explains that required minimum distributions (RMDs) must be taken from employer-sponsored retirement plan accounts and IRAs each year, starting when the investor reaches age 73. The brochure outlines steps ... Details

Updated: Jun 2023

Results matter - Even a small increase in returns can dramatically improve outcomes

Capital Group shows the impact of excess return on spending and saving outcomes in a hypothetical sc... Details

Updated: Feb 2024
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Retirement enrollment meeting follow-up email template

Financial professionals can use this email template to follow up with employees after holding a retirement plan enrollment meeting... Details

Updated: May 2024

Not available to order

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Retirement enrollment meeting invitation email template

Financial professionals can use this email template to announce the date, time and location of a retirement plan enrollment meetin... Details

Updated: May 2024

Not available to order

A retirement plan could be big for your small business

Prospecting brochure that financial professionals can use to help small-business owners understand which type of retirement plan m... Details

Updated: May 2024

Retirement Plan Enrollment Materials Request

Use this form to order enrollment materials for RecordkeeperConnect and investment-only 401(k), 403(b), MPP and PSP plans. Details

Updated: May 2024

Not available to order

Retirement plan enrollment overview - We’ve made enrollment easy (PP Bundled PPTPA RKD)

Aimed at financial professionals and plan sponsors, this brochure highlights our retirement plan enr... Details

Updated: Jul 2023

Retirement plan financial checkup - You are here. (Spanish)

This retirement education brochure, for 401(k), 403(b) and SIMPLE IRA plans, can be used to help give participants an idea of whet... Details

Updated: Jun 2023

Retirement Plan Spousal Beneficiary Claim and Distribution

Used by the spousal beneficiary of a 403(b), 457(b), profit-sharing or money purchase plan account to claim and distribute assets. Details

Updated: Mar 2024

Not available to order

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Retirement plan summary prospectus kit

Kit contains all Target Date retirement series summary prospectuses. Details

Updated: Jan 2022

Max: 25

Retirement Plan Transfer/Termination

This form can be used to initiate a non-Capital Bank and Trust Company retirement plan transfer or termination. Details

Updated: Aug 2021

Not available to order

Retirement Redefined research report

Capital Group modern retiree research on the changing dynamics of investors as they enter and experience retirement today. Details

Updated: Oct 2021

Retirement Redefined research report -- Edward Jones

Capital Group modern retiree research on the changing dynamics of investors as they enter and experience retirement today. Financi... Details

Updated: Dec 2021
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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.