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Client Education

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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

Max: 50

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: May 2024

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

The value of saving over time (Trifold brochure - Spanish)

This brochure educates employees who are not currently participating in their employer’s retirement plan on the benefits of enroll... Details

Updated: Jun 2024

Why should plans pay 401(k) expenses with company assets?

Plan sponsors who pay 401(k) expenses with company assets may receive tax benefits and reduce fiduciary liability, while participa... Details

Updated: Jan 2024

Your guide to municipal bond investing

Guide to municipal bond investing, covering market evolution, Capital Group’s distinctive investment process, the American Funds flagship muni bond fund’s detailed results over time, and other items of interest to invest... Details

Updated: Aug 2024

Your security is our priority

Learn about the comprehensive cybersecurity measures that Capital Group Retirement Plan Services follows to align with DOL guidelines. Details

Updated: Jul 2024

Not available to order

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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.

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.