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Retirement Planning

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Medicare checklist

An easy-to-understand checklist for clients, outlining some important Medicare steps, timelines and deadlines for 2024. Details

Updated: Dec 2023

Not available to order

Next-gen retirement legislation - What you need to know

This sheet summarizes three retirement plan bills that are progressing through the legislative process, sometimes referred to as S... Details

Updated: Aug 2022

Not available to order

One fund. Many benefits. – AFTD participant brochure — American Funds Target Date Retirement Series

Helps plan-eligible employees better understand the importance of participation in employer retireme... Details

Updated: Nov 2024

One fund. Many benefits. – AFTD participant brochure (Spanish) — American Funds Target Date Retirement Series

Helps plan-eligible employees better understand the importance of participation in employer retireme... Details

Updated: Nov 2024

One fund. Many benefits. – CGTD participant brochure

Helps plan-eligible employees better understand the importance of participation in employer retirement plans and offers insight on... Details

Updated: Nov 2024

Not available to order

One fund. Many benefits. – CGTD participant brochure (Spanish)

Helps plan-eligible employees better understand the importance of participation in employer retirement plans and offers insight on... Details

Updated: Feb 2024

Not available to order

One fund. Many benefits. - CGTD participant pamphlet

Helps plan-eligible employees better understand the importance of participation in employer retirement plans and offers insight on... Details

Updated: Aug 2024

Not available to order

One fund. Many benefits. – CGTD participant pamphlet (Spanish)

Helps plan-eligible employees better understand the importance of participation in employer retirement plans and offers insight on... Details

Updated: Feb 2024

Not available to order

One Fund. Many Benefits. TD Blend participant Brochure

This explains how to get started when choosing a fund in a target date retirement solution, such as the Capital Group Target Date ... Details

Updated: Jun 2024

One Fund. Many Benefits. TD Blend participant Pamphlet

This explains how to get started when choosing a fund in a target date retirement solution, such as the Capital Group Target Date ... Details

Updated: Jun 2024

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: Oct 2024
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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

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

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

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
Image not available

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

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
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