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Client Education

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A high-quality, low-cost solution for smaller plans – RecordkeeperDirect Fact Sheet (RKD)

This fact sheet provides information on the investments, services and pricing for the RecordkeeperDi... Details

Updated: Apr 2024

How to enroll in your retirement plan_PlanPremier

This brochure provides step-by-step instructions to help PlanPremier participants enroll in their retirement plan online through t... Details

Updated: Apr 2022

Not available to order

How to handle market declines

Investors often flee the market during a decline and buy when stocks are skyrocketing. Both can have negative impacts. Details

Updated: Feb 2022

Not available to order

How to handle market declines _RP participant version

Targeted to retirement plan participants, this brochure explains principles that can help investors through market volatility. Details

Updated: Mar 2022

Not available to order

How to Read Your Account Statement

Helps RecordkeeperDirect plan participants understand their quarterly account statements. Details

Updated: Apr 2023

Not available to order

How to select a portfolio strategist

The Portfolio Strategist Brochure explains to advisors and their clients why our organization is one they can trust, how our philosophy aligns with their goals, how our investment process works, and who are the people wh... Details

Updated: May 2024

Max: 50

The Income Fund of America - Seeking to meet the retirement income challenge (F-2 Share) — The Income Fund of America

This single sheet shows how The Income Fund of America could have served as a solid total-return ret... Details

Updated: Mar 2023

The Income Fund of America - Seeking to meet the retirement income challenge (A Share) — The Income Fund of America

This single sheet shows how The Income Fund of America could have served as a solid total-return ret... Details

Updated: Mar 2023

Invest for long-term success (F-2 Share)

Describes how American Funds has helped long term investors succeed, including the distinctive characteristics that make American ... Details

Updated: May 2024

Invest for long-term success (A Share)

Describes how American Funds has helped long term investors succeed, including the distinctive characteristics that make American Funds different. Details

Updated: May 2024

Investing in an uncertain market

This presentation dives into how market volatility can affect investor portfolios. By looking at instances of volatility over the last few decades, we examine the potential benefits of staying invested for the long-term ... Details

Updated: May 2023

Not available to order

Investing in an Uncertain Market (Dealer Vrs - EJ)

This presentation dives into how market volatility can affect investor portfolios. By looking at instances of volatility over the... Details

Updated: May 2020

Not available to order

Investment Insights — April 2014 - “The new geography of investing”

In an integrated world economy, traditional approaches that define strategies by a company’s c... Details

Updated: Mar 2014

Not available to order

Investment Insights — “The New Breed of Global Companies Is Creative, Nimble and Networked”

Insights paper that features several Capital Group portfolio managers and investment analysts discus... Details

Updated: Mar 2016

Not available to order

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Investment Insights—"Secular Change in the U.S. Retail Sector", June 2015

Like many investors, we’re thinking about what a potential rebound in spending could mean for ... Details

Updated: Jun 2015

Not available to order

Investor Reference Guide

Introduces new investors to American Funds services and serves as a reference guide for advisors and current investors. Note: Automatically included with confirmation statements for newly-established accounts. Details

Updated: Jan 2022

Max: 10

Keys to Prevailing through stock market declines (F-2 Share)

This guide to market volatility can help investors remain calm during downturns and avoid common mistakes that could derail their ... Details

Updated: Apr 2024

Know Your IRA Options

An educational brochure that discusses the IRA alternatives (Roth and Traditional) to help investors decide which type of IRA to choose. Details

Updated: Mar 2024

Managing your account - Group Investing/TRAC plans

This sheet provides participants in Group Investing and TRAC plans with an overview of how to access and manage their retirement a... Details

Updated: Mar 2024

Not available to order

Managing your account - RecordkeeperDirect

This sheet provides participants in RecordkeeperDirect plans with an overview of how to access and manage their retirement account... Details

Updated: Mar 2024

Max: 111

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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.

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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