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Client Education

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Updated: Apr 2024

Results matter - Even a small increase in returns can dramatically improve outcomes

Capital Group shows the impact of excess return on spending and saving outcomes in a hypothetical sc... Details

Updated: Feb 2024

Retirement plan financial checkup - You are here.

This retirement education brochure, for 401(k), 403(b) and SIMPLE IRA plans, can be used to help give participants an idea of whet... Details

Updated: Jun 2023

The right choice for the long term - investing against the tide

This single sheet is intended to help place the current market turmoil in historical context, it features text from a letter autho... Details

Updated: Mar 2020

Not available to order

Rob Lovelace on all-weather investing

In this PDF of the Capital Ideas article of the same name, Vice Chair and President of Capital Group Rob Lovelace offers his perspective on the 2022 bear market and what it means for investors. Details

Updated: Jul 2022

Not available to order

Roth vs. pretax contributions (Trifold brochure – English)

This brochure helps retirement plan participants understand the differences between Roth and pretax contributions. Details

Updated: Apr 2023

Roth vs. pretax contributions (Trifold brochure - Spanish)

This brochure helps retirement plan participants understand the differences between Roth and pretax contributions. Details

Updated: Apr 2023

RP enrollment meeting support - Educational website guide

Use this guide to lead an enrollment meeting using your client's educational website. Details

Updated: Oct 2023

Not available to order

RP Practice Builder - Identify Prospective Retirement Plan Clients

This worksheet can help financial professionals identify prospective retirement plan clients and offers case studies to show of ho... Details

Updated: Aug 2023

Saving now for a better future tomorrow - ABLE Brochure

Educational sales brochure to help investors understand the ABLE product in more detail. Details

Updated: May 2023

Share the benefits of target date funds — American Funds Target Date Retirement Series

This brochure is intended to describe the various resources to help educate employees about the bene... Details

Updated: Jan 2022

SIMPLE IRA Retirement Plan Understand the Long-Term Impact of Early Withdrawals

This brochure can be used to educate SIMPLE IRA plan participants on the drawbacks of taking early withdrawals. Details

Updated: Dec 2023

SIMPLE IRA - Take advantage of your employer’s contributions (Trifold brochure - English)

This brochure educates SIMPLE IRA plan participants on the benefits of employer contributions and en... Details

Updated: Apr 2023

SIMPLE IRA - Take advantage of your employer’s contributions (Trifold brochure – Spanish)

This brochure educates SIMPLE IRA plan participants on the benefits of employer contributions and en... Details

Updated: Apr 2023

“Small steps can take you far.” Enrollment guide (for deferral Plans)

Help 401(k), 403(b) and SIMPLE IRA plan participants learn about the benefits of their retirement plan and start investing. This s... Details

Updated: Sep 2023

“Small steps can take you far.” Enrollment guide (for non-deferral Plans)

Help money purchase and profit-sharing plan participants learn about the benefits of their plan and choose their investments. This... Details

Updated: Sep 2023

Spanish version - “Small steps can take you far.” Enrollment guide (for non-deferral Plans)

Help money purchase and profit-sharing plan participants learn about the benefits of their plan and ... Details

Updated: Sep 2023

Take advantage of Spanish-language resources to help employees invest for retirement (PP Bundled PPTPA RKD)

See what employee resources are available in Spanish for Capital Group retirement plans Details

Updated: Sep 2021

Target Date ProView - 3 Steps to Powerful Target Date Fund Evaluation — American Funds Target Date Retirement Series

This single sheet highlights the powerful and easy to use capabilities of Target Date ProView, which... Details

Updated: May 2023

Think no one can beat the index? Think again. (F-2 Share)

By reviewing results for various periods and investment scenarios, this brochure shows how the equity-focused American Funds have ... Details

Updated: Jan 2024
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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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