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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: Jun 2023

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

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

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

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

The right choice for 401k plans - PlanPremier fee-based single sheet (PP Bundled PPTPA)

This single sheet for financial professionals outlines how PlanPremier can fit within and benefit th... Details

Updated: Jul 2024

Not available to order

The right choice for 401k plans - PlanPremier fee-based single sheet - R-6 shares (R-6 Share PP Bundled PPTPA)

This single sheet for financial professionals using R-6 shares outlines how PlanPremier can fit with... Details

Updated: Jul 2024

Not available to order

Roth vs. pretax contributions (Trifold brochure - English)

This brochure helps retirement plan participants understand the differences between Roth and pretax contributions. Details

Updated: Apr 2023

RP Practice Builder - Identify Prospective Retirement Plan Clients

This worksheet can help financial professionals identify prospective retirement plan clients and offers case studies to show of ho... Details

Updated: Aug 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: Jun 2024

Max: 25

Small steps can take you far - retirement enrollment meeting poster

A poster that financial professionals can fill and print to announce a retirement plan enrollment meeting date, time and location. Details

Updated: Jun 2023

Not available to order

Small steps can take you far - sample customized enrollment meeting guide

Many plan sponsors want to see the actual enrollment brochure their retirement plan participants will receive. Use this sample wit... Details

Updated: Jun 2024

Not available to order

Target Date tailored educational materials brochure — American Funds Target Date Retirement Series

This brochure highlights the options for tailored American Funds Target Date Retirement Series emplo... Details

Updated: Mar 2024

Not available to order

Turn Form 5500 into a prospecting power tool

This brochure is designed to help financial professionals use Form 5500 to help make their retirement plan prospecting efforts mor... Details

Updated: Dec 2023

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: Apr 2023

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 - English)

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

Updated: Apr 2023

Why should plans pay 401(k) expenses with company assets?

Plan sponsors who pay 401(k) expenses with company assets may receive tax benefits and reduce fiduciary liability, while participa... Details

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

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