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Client Education

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Featured

Invest for long-term success (F-2 Share)

Describes how American Funds has helped long term investors succeed, including the distinctive characteristics that make American ... Details

Updated: May 2024

Think no one can beat the index? Think again. (R-6 Share)

By reviewing results for various periods and investment scenarios, this brochure shows how the equity-focused American Funds have ... Details

Updated: May 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

Keys to Prevailing through stock market declines (F-2 Share)

This guide to market volatility can help investors remain calm during downturns and avoid common mistakes that could derail their ... Details

Updated: Sep 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

4 ways to stay calm when markets stumble

The coronavirus market correction might tempt nervous investors to abandon the stock market. This PDF for advisors and investors o... Details

Updated: Mar 2020

Not available to order

529 employer-sponsored handbill

This "leave behind" handbill is intended for employers to share with their employees as a payroll stuffer, mailer, or other use. It highlights the benefits of investing in an employer-sponsored 529 plan. Details

Updated: May 2024

Max: 50

529 Payroll Deduction Program Highlights

A single-sheet highlighting the benefits of employer-sponsored 529 plans, designed for use with employers. Details

Updated: May 2024

Not available to order

Accessing your online account

Help your clients register their accounts online with this two-pager PDF. Clients can access statements and tax forms, view balances and sign up for paperless delivery. Details

Updated: Apr 2024

Max: 25

AFTD Allocation of the Underlying American Funds (R-6 Share) — American Funds Target Date Retirement Series

This quarterly updated participant communication specifies the underlying fund allocations of each t... Details

Updated: Oct 2024

Aging parents – Client discussion checklist

A client conversation guide for advisors who have reviewed the presentation “Aging - Talking to clients about protecting their par... Details

Updated: Jun 2022

American Funds Managed Portfolios

Describes all of American Funds' Managed Portfolios offerings, including Portfolio Series and Target Dates, and educates investors on the values of diversified, actively managed holdings. Details

Updated: Jun 2024

American Funds/PMC Active Income Portfolios

Active Income: Seven mutual fund portfolios focused on income and longevity Details

Updated: Sep 2024

Max: 25

Availability of American Funds in DC Recordkeeping Platforms

Availability of the American Funds in DC Recordkeeping Platforms one pager identifies recordkeepers who offer access to American ... Details

Updated: Oct 2024

Availability of American Funds in DC Recordkeeping Platforms (NMIS) (Dealer Vrs - NMIS)

Availability of the American Funds in DC Recordkeeping Platforms one pager identifies recordkeepers... Details

Updated: Oct 2024

Beneficiary Claim Information

This brochure can be provided to IRA and retirement plan account beneficiaries during the claims process. It discusses account options and distribution rules. 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), refer to the Understand your alternatives during this time of change... Details

Updated: Mar 2023

Not available to order

Built on a strong foundation - A closer look at our active underlying funds (R-6 Share) — American Funds Target Date Retirement Series

Capital Group explores the actively managed funds underlying the American Funds Target Date Retireme... Details

Updated: Sep 2024

Not available to order

Can I compete with confidence in today’s market? I can. (Generic) (PP Bundled PPTPA RKD)

This brochure is intended to serve as an all-in-one look at the 401(k) retirement plan services offe... Details

Updated: May 2024
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The Capital Advantage — More From the Core

This white paper addresses how investors should screen for equity funds that can be more beneficial to their investment strategy t... Details

Updated: Jun 2017

Capital Group Target Date Retirement Blend Series guide to participant success brochure

This brochure provides an overview of Capital Group Target Date Retirement Blend Series participant ... Details

Updated: Aug 2024

Not available to order

Client conversation framework - Why you should consider moving cash off the sidelines

Client conversations guide about the potential benefits of moving out of cash. The four-box framewor... Details

Updated: Sep 2023

Not available to order

CollegeAmerica - Employer-sponsored 529 guide

Provides an overview of the benefits and resources offered through an employer-sponsored CollegeAmerica plan as well as step-by-st... Details

Updated: May 2024

CollegeAmerica A Gift for You (Grad) Digital Gift Card

CollegeAmerica Gift Card "A gift for you" Provides a means of notifying a CollegeAmerica beneficiary that a gift contribution has ... Details

Updated: Feb 2024

Not available to order

CollegeAmerica Gift for Your Baby Digital Gift Card

CollegeAmerica Gift Card "A gift for your baby" Provides a means of notifying a CollegeAmerica beneficiary that a gift contributio... Details

Updated: Feb 2024

Not available to order

CollegeAmerica Happy Birthday Digital Gift card

Provides a means of notifying a CollegeAmerica beneficiary that a gift contribution has been made to an existing 529 account. Incl... Details

Updated: Feb 2024

Not available to order

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