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Advisor-Only References

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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

Power your practice with PlanPremier — Morgan Stanley (Dealer Vrs - MS PP Bundled PPTPA)

This fact sheet, for Morgan Stanley financial professionals, provides information on the features an... Details

Updated: Jul 2024

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

(R-6 Share)

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

Updated: Oct 2024

RecordkeeperDirect notice delivery fact sheet (RKD)

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

Updated: Sep 2024

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 2024

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

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

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: Aug 2024

Not available to order

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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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.