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Advisor-Only References

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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: Nov 2024

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

Can I compete with confidence in today’s market? I can. (R-6) (R-6 Share PP Bundled PPTPA RKD)

This brochure offers an all-in-one look at the 401(k) retirement plan services offered by Capital Gr... Details

Updated: May 2024
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Alphabetical

Can I compete with confidence in today’s market? I can. (R-6) (R-6 Share PP Bundled PPTPA RKD)

This brochure offers an all-in-one look at the 401(k) retirement plan services offered by Capital Gr... Details

Updated: May 2024

CARES SECURE Amendments Cover Letter

Letter sent to plan sponsors with the CARES Act and SECURE Act Basic Plan Amendments. Details

Updated: Aug 2023

Not available to order

DALBAR Investing Study - A buy-and-hold strategy can serve investors well

A single sheet that uses the DALBAR study to quantify how much the average equity and fixed income investor has lagged the relativ... Details

Updated: May 2024

Early IRA distribution single sheet

A one-sheet reference designed to help advisors explain 72(t) payments to clients who want or need to withdraw money from their IRA(s) before age 59 and avoid an early withdrawal penalty. Details

Updated: May 2024

Not available to order

Enrollment meeting checklist - Make your enrollment meeting a success

Financial professionals can use this checklist to help them prepare for a successful enrollment meeting. Details

Updated: Oct 2024

Not available to order

Establishing contact with prospective retirement plan clients

This single sheet describes the four most common reasons why plan sponsors switch retirement plans or providers and explains how t... Details

Updated: Sep 2024

Find the 401(k) that fits you and your employees — Morgan Stanley (Dealer Vrs - MS PP Bundled PPTPA)

This fact sheet is for Morgan Stanley financial professionals to provide plan sponsors with informat... Details

Updated: Jul 2024

Not available to order

Get started with your retirement plan — Morgan Stanley (Dealer Vrs - MS PP Bundled PPTPA)

This fact sheet is for Morgan Stanley financial professionals to educate plan participants getting s... Details

Updated: Jul 2024

Not available to order

Import a payroll - TRAC

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

Updated: Oct 2020

Not available to order

Investment review report sample

RecordkeeperDirect® and PlanPremier® retirement plan sponsors can download a PDF with investment returns and expenses and benchmark comparisons. Use this sample to give prospects an idea about what they’ll see in this re... Details

Updated: Aug 2023

Not available to order

LPL Research Capital Group ETF Core model portfolios single sheet (Dealer Vrs - LPL) — ETF Equities

This single sheet displays the LPL Research Capital Group ETF Core model portfolios asset allocation... Details

Updated: Aug 2024

Max: 50

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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

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

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: Nov 2024
Image not available

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-Bundled Next steps document — Morgan Stanley (PP Bundled)

This sheet can be filled out and submitted to begin onboarding for a PlanPremier-Bundled 401(k) plan using Morgan Stanley 3(38) fi... Details

Updated: Oct 2024

Not available to order

PlanPremier - Morgan Stanley fund menu (R-6 Share Dealer Vrs - MS)

This sheet provides the fund menu for PlanPremier 401(k) plans with Class R-6 shares using Morgan Stanley 3(38) fiduciary investme... Details

Updated: Jul 2024

Not available to order

PlanPremier notice delivery fact sheet (PP Bundled PPTPA)

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

Updated: Sep 2024

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

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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, summary prospectuses, CollegeAmerica Program Description and ABLEAmerica Program Description which can be obtained from a financial professional and should be read carefully before investing. CollegeAmerica and ABLEAmerica are distributed by American Funds Distributors, Inc. and sold through unaffiliated intermediaries.

Depending on your state of residence, there may be an in-state plan that provides state tax and other state benefits not available through CollegeAmerica (such as financial aid, scholarship funds and protection from creditors) or ABLEAmerica.
Before investing in any state's 529 plan, investors should consult a tax advisor.

CollegeAmerica and ABLEAmerica are sponsored by Virginia529℠ .

All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.

Use of this website is intended for U.S. residents only. Use of this website and materials is also subject to approval by your home office.

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.