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Advisor-Only References

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Manually add a payroll - TRAC

Resource that helps a plan sponsor manually add a payroll on the plan sponsor website. Details

Updated: Oct 2020

Not available to order

Meeting more needs with muni SMAs – Morgan Stanley (Dealer Vrs - MS) — Separately Managed Account

Overview of Capital Group’s municipal bond SMA offerings at Morgan Stanley, including a range of nat... Details

Updated: Jun 2024

Max: 50

Meeting more needs with muni SMAs - UBS (Dealer Vrs - UBS) — Separately Managed Account

Overview of Capital Group’s municipal bond SMA offerings at UBS, including a range of national and s... Details

Updated: Apr 2024

Max: 25

A model portfolio for every investor (Dealer Vrs - RJ) — American Funds Model Portfolios

This single sheet features the American Funds model portfolios available to Raymond James registered... Details

Updated: Apr 2024

Max: 25

Model Portfolio Services Single Sheet

A single sheet that outlines the model portfolio services available to advisors in the model portfolio resource center. Details

Updated: Jul 2024

Max: 50

Model portfolio worksheet

Financial professionals who construct model portfolios for plans in PlanPremier can enter the underlying funds in this worksheet to show participants the models available in their plan. Details

Updated: Oct 2022

Not available to order

Municipal bond SMAs - A discerning approach to managing risk – Morgan Stanley version (Dealer Vrs - MS) — Separately Managed Account

Overview of Capital Group’s muni SMA offering—including a range of state-focused portfolios, customi... Details

Updated: Aug 2023

Max: 50

A New Reality for Investors Demands a More Active Approach

The market volatility in recent years may warrant a more active approach to investing. This article discusses five themes and Capi... Details

Updated: Oct 2023

One fund. Many benefits. – AFTD participant brochure — American Funds Target Date Retirement Series

Helps plan-eligible employees better understand the importance of participation in employer retireme... Details

Updated: Jan 2024
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Online Advisor’s Guide (OAG)

Find helpful resources for our funds, such as share class pricing and details. All the information in the Advisor’s Guide, formerly a PDF of consolidated monthly results, is available on our website... Details

Updated: Apr 2021

Not available to order

Online Group Investments user guide

Help plan sponsors learn how to use the many time-saving tools available on the Online Group Investments website with this guide. Details

Updated: Mar 2023

Not available to order

PlanPremier notice delivery fact sheet (PP Bundled PPTPA)

This single sheet for plan sponsors and TPAs outlines the notice delivery services available in PlanPremier, including the option ... Details

Updated: Jun 2023

Not available to order

PlanPremier® Plan cost summary sample

Financial professionals and TPAs can customize and download client-ready Plan cost summaries with comprehensive plan data, including investment results, recordkeeping costs, industry benchmarks and more. Use this sample ... Details

Updated: Aug 2023

Not available to order

PlanPremier websites - A better online experience (PP Bundled PPTPA)

See the tools and features that the PlanPremier websites offer to help financial professionals and plan sponsors manage their plan... Details

Updated: May 2022

Not available to order

Practice Enhancements Resource Guide

This practice enhancements resources guide can help advisors and other financial professionals as they prepare to become fiduciaries. This guide gives a background on the new fiduciary environment and the impacts on thei... Details

Updated: Mar 2017

Pursuing better outcomes for your clients (F-2 Share Dealer Vrs - RJ)

Raymond James and Capital Group share the pursuit of positive outcomes for investors through a broad array of investment vehicles.... Details

Updated: May 2024

Max: 10

Quarterly Investment Portfolio - American Funds Insurance Series

Portfolio holdings for one of the last four quarters of the fund's fiscal year. Details

Updated: Feb 2020

Not available to order

Quarterly Investment Portfolio - American Funds Insurance Series - Portfolio Series

Portfolio holdings for one of the last four quarters of the fund's fiscal year. Details

Updated: Nov 2023

Not available to order

(R-6 Share)

Provides one-, five-, 10-year and lifetime annualized returns for Class R-6 Details

Updated: May 2024

RecordkeeperDirect notice delivery fact sheet (RKD)

This fact sheet introduces plan sponsors and TPAs to the notice delivery feature available in RecordkeeperDirect. Details

Updated: Jun 2023

Not available to order

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