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Retirement Planning

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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

Updated: Jun 2025

Not available to order

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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

Updated: Jun 2025

Not available to order

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: Jan 2026

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

Updated: Sep 2025

Not available to order

Retirement plan enrollment overview - We’ve made enrollment easy (PPTPA PP Bundled RKD)

Aimed at financial professionals and plan sponsors, this brochure highlights our retirement plan enr... Details

Updated: Sep 2024

Not available to order

Retirement plan financial checkup - You are here. (Spanish)

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: Nov 2025

Retirement Plan Spousal Beneficiary Claim and Distribution

Used by the spousal beneficiary of a 403(b), 457(b), profit-sharing or money purchase plan account to claim and distribute assets. Details

Updated: Mar 2026

Not available to order

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Retirement plan summary prospectus kit

Kit contains all Target Date retirement series summary prospectuses. Details

Updated: Jan 2022

Max: 25

Retirement Plan Transfer/Termination

This form can be used to initiate a non-Capital Bank and Trust Company retirement plan transfer or termination. Details

Updated: Aug 2021

Not available to order

Retirement Redefined research report

Capital Group modern retiree research on the changing dynamics of investors as they enter and experience retirement today. Details

Updated: Jan 2026

Retirement Redefined research report -- Edward Jones

Capital Group modern retiree research on the changing dynamics of investors as they enter and experience retirement today. Financi... Details

Updated: Dec 2021

Returns matter more than you think

70% or more of a participant's retirement account balance could come from investment returns, not contributions. That's why investment selection matters. Details

Updated: Nov 2025

The right choice for 401k plans - PlanPremier fee-based single sheet (PPTPA PP Bundled)

This single sheet for financial professionals outlines how PlanPremier can fit within and benefit th... Details

Updated: Sep 2025

Not available to order

The right choice for 401k plans - PlanPremier fee-based single sheet - R-6 shares (R-6 Share PP Bundled PPTPA)

This single sheet for financial professionals using R-6 shares outlines how PlanPremier can fit with... Details

Updated: Sep 2025

Not available to order

RKD e-distributions – Take advantage of a better withdrawal and loan process online

This single sheet highlights key benefits and features of the e-distribution and e-loan services ava... Details

Updated: Apr 2025

Not available to order

Roth IRA Request for Conversion

Convert a CB&T traditional, SIMPLE or SEP/SARSEP IRA to a CB&T Roth IRA or Roth SIMPLE IRA. This form may also be used for SIMPLE IRA in-plan Roth conversions. Details

Updated: Jan 2026

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: Aug 2025

RP enrollment meeting support - Educational website guide

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

Updated: Sep 2024

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 suggesting ho... Details

Updated: May 2025

Sample de minimis distribution cashout letter to participant

Use this sample letter to inform a participant of their retirement plan account options when they’re no longer employed by their c... Details

Updated: Nov 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.

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