Forms & Literature

RP enrollment meeting support - Educational website guide

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

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

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

SARSEP IRA Salary Deferral Election

Form that allows employees to set up salary deferrals for their SARSEP account. This form is for employer and employee use only. It should not be sent back to American Funds Service Company or Capital Bank and Trust Comp... Details

SARSEP Plan Sponsor Guide

Use this guide to move a SARSEP IRA plan to American Funds. Details

SARSEP Retirement Plan Employee Guide

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

SEP IRA Employee Guide

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

SEP IRA Plan Sponsor Guide

Use this guide to establish a SEP IRA plan. Details

SEP IRA program highlights

This single sheet provides an overview of the key benefits of opening a Capital Group SEP IRA program. Details

Short-Term Bond Fund of America Summary Prospectus

The summary prospectus provides key fund information and may be used in lieu of delivering a full statutory prospectus, even when ... Details

SIMPLE IRA Employee enrollment kit

This kit includes resources to help you educate participants about their plan and the basics of investing. You may also want to download the Fund information guide to help participants complete the enrollment form. 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 Notification to Eligible Employees

Annual notification an employer may complete and distribute to participants. Includes the SIMPLE IRA Notification to Eligible Empl... Details

SIMPLE IRA Plan Sponsor Cover Letter and Form 5304

Annual mailing to plan sponsors/employers of Non-Designated Financial Institution SIMPLE IRA plans. Includes a cover letter and IR... Details

SIMPLE IRA Plan Sponsor Cover Letter and Forms (DFI mailing 2025)

Annual mailing of the Summary Description and forms that plan sponsors must distribute to all eligible employees to satisfy IRS re... Details

SIMPLE IRA Plan Sponsor Guide (Digital)

An enrollment guide for plan sponsors that explains SIMPLE IRA plans and includes forms and applications to set one up.

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

SIMPLE IRA Plan Sponsor Guide (Hard Copy)

An enrollment guide for plan sponsors that explains SIMPLE IRA plans and includes forms and applications to set one up.

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

SIMPLE IRA plan sponsor kit

This kit provides resources you’ll need to offer a SIMPLE IRA plan, including a plan sponsor guide and an application and educational guide for employees. Details

SIMPLE IRA plan sponsor roles and responsibilities

This single sheet highlights important roles and responsibilities of a SIMPLE IRA plan sponsor, including eligibility, plan notifi... Details