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Retirement Planning

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Featured

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: Jun 2024

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

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

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Alphabetical

402(f) Notice of Special Tax Rules On Distributions

Learn the tax implications of rollovers and distributions from employer-sponsored retirement plans. Details

Updated: Dec 2023

Not available to order

Basic Plan Document - PPA

PPA Basic Plan Document. Part of the 2016 basic plan restatement mailing sent in 2015 along with the MPP/PSP Adoption Agreements, Summary Plan Description and cover letter. Details

Updated: Apr 2015

Not available to order

Beneficiary Change — Basic Plans (MPP/PSP)

Change or designate money purchase or profit-sharing plan account beneficiaries. Details

Updated: Feb 2021

Not available to order

Choose a plan that meets the needs of your employees and your organization

This brochure provides retirement plan contribution limits and key rules/features for most retirement plans, summarizes safe-harbo... Details

Updated: Apr 2024
Updated: Nov 2023

Not available to order

How to Handle Market Declines - Retirement Plan Participants

Targeted to retirement plan participants, this brochure explains principles that can help investors through market volatility. Details

Updated: Jun 2024

Not available to order

Inherited IRA Application

Application used to establish an American Funds Traditional/Roth IRA with inherited assets. The Inherited IRA Request for Transfer of Assets or Direct Rollover form is also included. Details

Updated: Mar 2024

Not available to order

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“Keep moving forward” IRA rollover kit

Kit with everything you need to help clients roll over an IRA. For fund numbers, names, minimums and share class descriptions, download the Fund Information... Details

Updated: Jan 2019

Max: 5

Managing your account - Group Investing/TRAC plans

This sheet provides participants in Group Investing and TRAC plans with an overview of how to access and manage their retirement a... Details

Updated: Mar 2024

Not available to order

Managing your account - RecordkeeperDirect

This sheet provides participants in RecordkeeperDirect plans with an overview of how to access and manage their retirement account... Details

Updated: Mar 2024

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

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

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

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: Jul 2024

Not available to order

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

Help money purchase and profit-sharing plan participants learn about the benefits of their plan and choose their investments. This... Details

Updated: Sep 2024

Not available to order

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

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

Help money purchase and profit-sharing plan participants learn about the benefits of their plan and ... Details

Updated: Sep 2024

Not available to order

Standardized Money Purchase Plan Adoption Agreement #007 - PPA

Part of the restatement mailing sent in 2015 along with the Basic Plan Document, Summary Plan Description and cover letter. Details

Updated: Apr 2015

Not available to order

Standardized Profit-Sharing Plan Adoption Agreement #001 - PPA

Part of the restatement mailing sent in 2015 along with the Basic Plan Document, Summary Plan Description and cover letter. Details

Updated: Apr 2015

Not available to order

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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℠ .

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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.