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Retirement Planning

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RecordkeeperDirect electronic loan service

Use this sheet to show plan sponsors the benefits of RecordkeeperDirect’s online loan processing option. Details

Updated: Oct 2024

Not available to order

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 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

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: Sep 2024

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

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

RKD e-distributions – Take advantage of a better withdrawal process online (RKD)

This single sheet highlights key benefits and features of the e-distribution services available for ... Details

Updated: Aug 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: Jun 2024

RP enrollment meeting support - Educational website guide

Use this guide to lead an enrollment meeting using your client’s educational website. Details

Updated: Sep 2024

Not available to order

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

SECURE 2.0 Act of 2022 - A boost to retirement saving

This sheet summarizes some of the key provisions of SECURE 2.0 related to qualified retirement plans. Details

Updated: Sep 2023

SIMPLE IRA Plus fact sheet - Financial professional version

This sheet, aimed at financial professionals, provides an overview of our SIMPLE IRA Plus program, which combines the advantages a... Details

Updated: May 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 - Take advantage of your employer’s contributions (Trifold brochure - Spanish)

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

Updated: Jun 2024

Social Security and the Retirement You Envision (Sales Brochure)

This Investor sales brochure on Social Security to be presented by a Capital Group sales force member. Investor email invitation t... Details

Updated: Oct 2023

Not available to order

Take advantage of Spanish-language resources to help employees invest for retirement (PP Bundled PPTPA RKD)

See what employee resources are available in Spanish for Capital Group retirement plans Details

Updated: Jul 2024

Target Date ProView - 3 Steps to Powerful Target Date Fund Evaluation — American Funds Target Date Retirement Series

This single sheet highlights the powerful and easy to use capabilities of Target Date ProView, which... Details

Updated: May 2024

Max: 50

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 SIMPLE IRA options

This brochure highlights and compares the benefits of a SIMPLE IRA and our SIMPLE IRA Plus program, which combines the advantages and lower cost of a SIMPLE IRA with many of the features of a 401(k) plan. 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.
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.