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Client Education

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Rebalancing Evergreen Single Sheet

This piece summarizes how Capital Group rebalances the American Funds Model Portfolios and other models managed by CG. Details

Updated: May 2024

Not available to order

Remarriage and estate planning – Client discussion checklist

A client conversation guide for advisors who have reviewed the presentation “Remarriage – Preparing clients for better and for wor... Details

Updated: Jun 2022
Updated: May 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 plan financial checkup - You are here.

This retirement education brochure, for 401(k), 403(b) and SIMPLE IRA plans, can be used to help give participants an idea of whet... Details

Updated: Jun 2023

The right choice for the long term - investing against the tide

This single sheet is intended to help place the current market turmoil in historical context, it features text from a letter autho... Details

Updated: Mar 2020

Not available to order

Rising above the herd single sheet

Investors often succumb to herd mentality by diving into the market at the top and fleeing at the bottom. This single sheet uses the DALBAR study to quantify how much the average equity and fixed income investor has lagg... Details

Updated: Mar 2024

Rob Lovelace on all-weather investing

In this PDF of the Capital Ideas article of the same name, Vice Chair and President of Capital Group Rob Lovelace offers his perspective on the 2022 bear market and what it means for investors. Details

Updated: Jul 2022

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: Apr 2023

Roth vs. pretax contributions (Trifold brochure - Spanish)

This brochure helps retirement plan participants understand the differences between Roth and pretax contributions. Details

Updated: Apr 2023

RP enrollment meeting support - Educational website guide

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

Updated: Oct 2023

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: Jun 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
Image not available

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

“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: Jun 2024

Max: 25

“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: Jun 2024

Max: 50

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: Jun 2024

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: Sep 2021

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

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Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

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.

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.