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On Christmas Day, the New York Stock Exchange and Capital Group’s U.S. offices will be closed.

In observance of the Christmas Day federal holiday, the New York Stock Exchange and Capital Group’s U.S. offices will close early on Wednesday, December 24 and will be closed on Thursday, December 25. On December 24, the New York Stock Exchange (NYSE) will close at 1 p.m. (ET) and our service centers will close at 2 p.m. (ET)

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Most recently updated pieces

How to take money out of your 529

Share this single sheet with 529 investors when they have questions about how to take a distribution from their CollegeAmerica® accounts. Details

Updated: Dec 2025

Max: 25

Meeting more needs with muni SMAs – Wells Fargo (Dealer Vrs - WF) — Separately Managed Account

Overview of Capital Group’s municipal bond SMA offerings at Wells Fargo, including a range of nation... Details

Updated: Dec 2025

Max: 50

Meeting your fiduciary responsibilities

This single sheet, aimed at helping plan sponsors meet their fiduciary duties, provides guidance to help ensure different plan service providers fulfill their responsibilities. Details

Updated: Dec 2025

New Perspective Fund Summary Prospectus

The summary prospectus provides key fund information and may be used in lieu of delivering a full statutory prospectus, even when giving clients sales literature that must be preceded or accompanied by a prospectus. Details

Updated: Dec 2025

Our dynamic approach to equity allocation (R-6 Share) — American Funds Target Date Retirement Series

Capital Group explores how our target date series dynamically approaches equity allocation to better... Details

Updated: Dec 2025

Not available to order

Payroll deduction IRA program highlights

This single sheet provides an overview of the key benefits of opening a Capital Group payroll deduction IRA program. Details

Updated: Dec 2025

PlanPremier automated mandatory distribution service fact sheet

This fact sheet outlines how the automated mandatory distribution service in PlanPremier can help plan sponsors handle distributio... Details

Updated: Dec 2025

Not available to order

Positioning target date strategies for sustainable retirement income White Paper — Capital Group Target Date Retirement Series

This white paper explores how Capital Group’s deeply researched target date strategy is designed to ... Details

Updated: Dec 2025

Not available to order

Updated: Dec 2025

Not available to order

Rebalancing Evergreen Single Sheet

This piece summarizes how Capital Group rebalances the American Funds Model Portfolios and other models managed by CG. Details

Updated: Dec 2025

Not available to order

RecordkeeperDirect automatic enrollment overview brochure

This brochure provides an overview of how to implement automatic enrollment and escalation provisions for RecordkeeperDirect plans... Details

Updated: Dec 2025

Not available to order

The roles of fixed income

This single sheet describes the roles of fixed income at Capital Group and illustrates the role of fixed income in glide path construction for our American Funds Target Date Retirement Series. Details

Updated: Dec 2025

SARSEP IRA Salary Deferral Election

Form that allows employees to set up salary deferrals for their SARSEP account. This form is for employer and employee use only. It should not be sent back to American Funds Service Company or Capital Bank and Trust Comp... Details

Updated: Dec 2025

Not available to order

SECURE 2.0 - A boost to retirement saving

This brochure summarizes some of the key provisions of the SECURE 2.0 Act of 2022, many of which are supported by retirement plan ... Details

Updated: Dec 2025

Not available to order

SEP IRA program highlights

This single sheet provides an overview of the key benefits of opening a Capital Group SEP IRA program. Details

Updated: Dec 2025

SIMPLE IRA Notification to Eligible Employees

Annual notification an employer may complete and distribute to participants. Includes the SIMPLE IRA Notification to Eligible Empl... Details

Updated: Dec 2025

Not available to order

SIMPLE IRA Notification to Eligible Employees (4% matching or 3% nonelective employer contributions)

This version applies to SIMPLE IRA and SIMPLE IRA Plus plans that will make 4% matching or 3% nonele... Details

Updated: Dec 2025

Not available to order

SIMPLE IRA Plus Employee Disclosures

SIMPLE IRA Plus plan sponsors should complete and distribute these forms before the start of each enrollment period. Contains the Fee and Fund Disclosure, Notification to Eligible Employees and Summary Description. Details

Updated: Dec 2025

Not available to order

SIMPLE IRA Plus fact sheet - Financial professional version

This sheet, aimed at financial professionals, provides an overview of our SIMPLE IRA Plus program, which combines the advantages a... Details

Updated: Dec 2025

SIMPLE IRA Plus Transfer Election

SIMPLE IRA Plus participants can use this form to set up systematic transfers of both employee deferrals and employer contributions to a SIMPLE IRA with another financial institution. Details

Updated: Dec 2025

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.

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.