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Retirement Planning

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SIMPLE IRA Program Highlights

This single sheet, aimed at plan sponsors, shows the key benefits of opening a Capital Group SIMPLE IRA plan. Details

Updated: Apr 2024

SIMPLE IRA prospecting postcard - Offering a retirement plan can be SIMPLE

A postcard for financial professionals to use in prospecting small businesses for SIMPLE IRA plans. Details

Updated: Sep 2024

SIMPLE IRA Retirement Plan Understand the Long-Term Impact of Early Withdrawals

This brochure can be used to educate SIMPLE IRA plan participants on the drawbacks of taking early withdrawals. Details

Updated: Dec 2023

SIMPLE IRA Salary Deferral Election (Digital)

Form that allows employees to set up salary deferrals for their SIMPLE IRAs.

This form is for employer and employee use only. It should not be sent back to American Funds Service Company or Capital Bank and Trust Company.

For the hard copy version, see the SIMPLE IRA Salary Deferral Election (Hard Copy)... Details

Updated: Sep 2024

Not available to order

SIMPLE IRA - Take advantage of your employer’s contributions (Trifold brochure - English)

This brochure educates SIMPLE IRA plan participants on the benefits of employer contributions and en... Details

Updated: Jun 2024

SIMPLE IRA Transfer Election

For use when Capital Bank and Trust Company is the designated financial institution of a SIMPLE IRA plan. This form is used to periodically transfer contributions from a participant's American Funds SIMPLE IRA to a SIMPL... Details

Updated: Jul 2024

Not available to order

Simplify a SIMPLE IRA with target date funds — American Funds Target Date Retirement Series

*For financial professionals, third-party administrators and institutional consultants only.* This... Details

Updated: Nov 2023

“Small steps can take you far.” Enrollment guide (for deferral Plans)

Help 401(k), 403(b) and SIMPLE IRA plan participants learn about the benefits of their retirement plan and start investing. This s... Details

Updated: Sep 2024

Small Steps Can Take You Far - RP Enrollment Meeting Poster

RP Enrollment meeting poster used to announce enrollment workshop date, time, and location. Details

Updated: Sep 2024

Not available to order

Traditional and Roth IRA Recharacterization Request

Re-designate a traditional or Roth IRA contribution. Details

Updated: Aug 2021

Not available to order

Traditional or Roth IRA Account Options

Add or update Traditional or Roth IRA account options. If changing only the bank information, use the Add/Update Bank Information form. Details

Updated: Apr 2021

Not available to order

Traditional or Roth IRA Disclosure Statement

Standalone version of the Traditional or Roth IRA Disclosure Statement included with IRA applications. Details

Updated: Dec 2023

Not available to order

Updated: May 2024

Max: 25

Traditional/Roth IRA Application (Digital)

IRA application with links to related forms.

For the hard copy version, see the Traditional/Roth IRA Application Booklet (Hard Copy).... Details

Updated: May 2024

Not available to order

Traditional, Roth, SEP or SARSEP IRA F-2 Share Class Supplement

Supplement to the F-2 Share Account Application for Financial Professionals. Details

Updated: May 2024

Not available to order

Trust Beneficiary Claim

This booklet includes the forms needed to settle a claim when a trust is the beneficiary.

State Tax Information... Details

Updated: Jul 2024

Not available to order

Understand market volatility (Trifold brochure - English)

This brochure explains how investing with a long-term focus can help retirement plan participants pursue their retirement goals. Details

Updated: Jun 2024

Understand your alternatives during this time of change

This brochure can be provided to IRA and retirement plan account beneficiaries during the claims process. This brochure should only be utilized if the account owner passed away prior to 1/1/2020 (for IRAs and non-governmental plans) or prior to 1/1/2022 (for governmental plans). Otherwise, refer to the Beneficiary Claim Information... Details

Updated: Apr 2023

Not available to order

Understand your options for your retirement account

This brochure, for employees leaving their current employer, outlines the options for rolling over retirement plan proceeds. Details

Updated: May 2024

The value of saving over time (Trifold brochure - Spanish)

This brochure educates employees who are not currently participating in their employer’s retirement plan on the benefits of enroll... Details

Updated: Jun 2024
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Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses, summary prospectuses, CollegeAmerica Program Description and ABLEAmerica Program Description which can be obtained from a financial professional and should be read carefully before investing. CollegeAmerica and ABLEAmerica are distributed by American Funds Distributors, Inc. and sold through unaffiliated intermediaries.

Depending on your state of residence, there may be an in-state plan that provides state tax and other state benefits not available through CollegeAmerica (such as financial aid, scholarship funds and protection from creditors) or ABLEAmerica.
Before investing in any state's 529 plan, investors should consult a tax advisor.

CollegeAmerica and ABLEAmerica are sponsored by Virginia529℠ .

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.

As of July 1, 2024, American Funds Distributors, Inc. was renamed Capital Client Group, Inc.

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.