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Advisor-Only References

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RecordkeeperDirect Participant Deferral Data File

Use this file to import existing participant deferral elections prior to activating deferral designation services. We encourage yo... Details

Updated: Apr 2022

Not available to order

RecordkeeperDirect® Plan cost summary sample

Financial professionals and TPAs can customize and download client-ready Plan cost summaries with comprehensive plan data, includi... Details

Updated: Aug 2023

Not available to order

RecordkeeperDirect plan sponsor reports sheet (RKD) (RKD)

Provides a listing of reports available for RecordkeeperDirect retirement plans. Financial professionals and TPAs can share this s... Details

Updated: Dec 2023

Not available to order

Retirement Planalyzer – Show plan sponsors what a better value looks like

This single sheet explains how financial professionals can use Retirement Planalyzer to help build their retirement plan business. Details

Updated: Nov 2023

Not available to order

A retirement plan could be big for your small business

Prospecting brochure that financial professionals can use to help small-business owners understand which type of retirement plan m... Details

Updated: May 2024

Retirement plan prospect interview worksheet

This worksheet can help financial professionals collect the information they need from a takeover or startup retirement plan prosp... Details

Updated: Apr 2023

Sales Charge Exemption

Form for individuals who qualify to purchase the American Funds at NAV. Details

Updated: Jul 2024

Not available to order

Saving for a better life experience (ABLE single sheet)

This single sheet details general information on ABLE, eligibility, and benefits. Intended for advisor use only to educate and hel... Details

Updated: Apr 2024

SDM Coverage Map

Single sheet with USA map showing sales department team territories. Details

Updated: Nov 2022

Max: 25

Separately managed accounts (SMAs) at Raymond James (Dealer Vrs - RJ) — Separately Managed Account

The 4-page guide features the SMAs strategies available at Raymond James. These customizable, transp... Details

Updated: Apr 2023

Max: 111

Starting the estate planning conversation with a client with aging parents

Advisor-facing brochure from Wealth Strategy team with tips on starting a conversation with clients with aging parents. Details

Updated: Oct 2019

Not available to order

Starting the estate-planning conversation with new parents

Advisor-facing brochure from Wealth Strategy team with tips on starting a conversation with clients on estate planning. Details

Updated: Oct 2019

Not available to order

Starting the planning conversation when your client is remarrying

A brochure intended to be used by Advisors for starting planning conversations with clients who are remarrying. Details

Updated: Oct 2019

Max: 50

Step up your practice with PlanPremier-TPA (PPTPA)

This single sheet highlights the benefits of PlanPremier-TPA, including our service, recordkeeping features and fixed-dollar prici... Details

Updated: Jul 2023

Not available to order

Superstars prepare for their careers, not just a season (R-6 Share)

Fact sheet discussing the benefits of taking a long-term approach with equity funds. Details

Updated: Jun 2024

Not available to order

THE DIVERSITY QUOTIENT Program Guide: The market within your marketplace

Explore strategies for understanding a variety of client segments and influencing client decision-making. Identify opportunities ... Details

Updated: Jul 2018

Max: 25

Tools to help you manage your book of business

Learn about Client Accounts, the Account Resource Center and other online tools available to help you serve your clients and manag... Details

Updated: Mar 2023

Not available to order

Turn Form 5500 into a prospecting power tool

This brochure is designed to help financial professionals use Form 5500 to help make their retirement plan prospecting efforts mor... Details

Updated: Dec 2023

Not available to order

Vanguard/AF Merrill Models Capabilities Sales Sheet (Dealer Vrs - ML)

This brochure supports the Vanguard Hybrid Portfolios with American Funds and was developed by Vanguard, with input from Capital G... Details

Updated: Feb 2024

Max: 25

View, edit, copy, delete a payroll - TRAC

Resource that helps a plan sponsor make adjustments to their existing payroll on the plan sponsor website. Details

Updated: Oct 2020

Not available to order

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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.

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