Forms & Literature

(R-6 Share)

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

Rebalancing Evergreen Single Sheet

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

Resource Guide - Knowledge drives decisions (Quarterly; Digital Only) (A Share)

A comprehensive quarterly guide to the American Funds. Details

Retirement enrollment meeting follow-up email template

Financial professionals can use this email template to follow up with employees after holding a retirement plan enrollment meeting... Details

Retirement enrollment meeting invitation email template

Financial professionals can use this email template to announce the date, time and location of a retirement plan enrollment meetin... Details

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

Retirement Plan Enrollment Materials Request

Use this form to order enrollment materials for RecordkeeperConnect and investment-only 401(k), 403(b), MPP and PSP plans. Details

SARSEP Retirement Plan Employee Guide

Eligible employees can use this enrollment guide and application to establish a SARSEP IRA. Details

Semi-annual report for the six months ended March 31, 2024 — American Funds U.S. Government Money Market Fund

Six-month report of the fund's financial condition. Includes a list of holdings (as of the end of th... Details

Semi-annual report for the six months ended March 31, 2024 — American High-Income Trust

Six-month report of the fund's financial condition. Includes a list of holdings (as of the end of th... Details

Semi-annual report for the six months ended March 31, 2024 — New Perspective Fund

Six-month report of the fund's financial condition. Includes a list of holdings (as of the end of th... Details

Semi-annual report for the six months ended March 31, 2024 — SMALLCAP World Fund

Six-month report of the fund's financial condition. Includes a list of holdings (as of the end of th... Details

SEP IRA Employee Guide

Eligible employees can use this enrollment guide and application to establish a SEP IRA. Details

SIMPLE IRA Employee Guide (Digital)

Eligible employees can use this enrollment guide and application to establish a SIMPLE IRA.

For the hard copy version, see the SIMPLE IRA Employee Guide (Hard Copy).... Details

SIMPLE IRA Employee Guide (Hard Copy)

Eligible employees can use this enrollment guide and application to establish a SIMPLE IRA.

For the digital version, see the SIMPLE IRA Employee Guide (Digital). ... Details

SIMPLE IRA F-2 Share Class Supplement

Supplement to the F-2 Share Account Application for Financial Professionals. Details

SIMPLE IRA Plus Change of Funds or Share Class

Add, remove, or replace funds, change the default fund or change the share class for a SIMPLE IRA Plus Plan. Details

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

SIMPLE IRA Plus Employee Enrollment Guide (Digital)

Eligible employees can use this enrollment guide to establish a SIMPLE IRA Plus account. Employees should complete the Enrollment/Change form (included in the guide) to make salary deferral and investment elections.

For the hard copy version, see the SIMPLE IRA Plus Employee Enrollment Guide (Hard Copy).... Details

SIMPLE IRA Plus Employee Enrollment Guide (Hard Copy)

Eligible employees can use this enrollment guide to establish a SIMPLE IRA Plus account. Employees should complete the Enrollment/Change form (included in the guide) to make salary deferral and investment elections.

For the digital version, see the SIMPLE IRA Plus Employee Enrollment Guide (Digital).... Details