[an error occurred while processing this directive] Advisor-Only References - Retirement planning
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Advisor-Only References

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Featured

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: Jan 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: Mar 2023

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: Aug 2023
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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: Aug 2023

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 2023

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: Jun 2023

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: Apr 2022

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

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: Jan 2024

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 notice delivery fact sheet (PP Bundled PPTPA)

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

Updated: Jun 2023

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

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

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: May 2024

RecordkeeperDirect notice delivery fact sheet (RKD)

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

Updated: Jun 2023

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

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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.

American Funds Distributors, Inc., member FINRA.

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.

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