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Client Education

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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

Roth vs. pretax contributions (Trifold brochure - Spanish)

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

Saving now for a better future tomorrow - ABLE Brochure

Educational sales brochure to help investors understand the ABLE product in more detail. Details

Updated: Dec 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 2024

SIMPLE IRA - Take advantage of your employer’s contributions (Trifold brochure - English)

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

Updated: Jun 2024

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

“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: Sep 2024

“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

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

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

Think no one can beat the index? Think again. (F-2 Share)

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

Understand market volatility (Trifold brochure - Spanish)

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 alternatives during this time of change

This brochure can be provided to IRA and retirement plan account beneficiaries during the claims process. This brochure should only be utilized 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). Otherwise, refer to the Beneficiary Claim Information... Details

Updated: Apr 2023

Not available to order

Unlock a world of possibilities

This brochure highlights the importance of saving for college and outlines American Funds' offerings. Details

Updated: Feb 2025

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
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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 and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.

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

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