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Retirement Planning

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Retirement Redefined research report

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

Updated: Oct 2021

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 2024

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

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

Updated: Jul 2024

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: Jul 2024

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

Updated: Jan 2025

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: Jun 2024

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: Jul 2024

Not available to order

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

Updated: Dec 2024

Not available to order

SARSEP Plan Sponsor Guide

Explains SARSEP plan basics and includes all the forms an employer needs to set one up. Details

Updated: Feb 2025

Not available to order

SARSEP Retirement Plan Employee Guide

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

Updated: Feb 2025

Not available to order

SECURE 2.0 Act of 2022 - A boost to retirement saving

This sheet summarizes some of the key provisions of SECURE 2.0 related to qualified retirement plans. Details

Updated: Sep 2023

SEP IRA Employee Guide

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

Updated: Jan 2025

Not available to order

SEP IRA Plan Sponsor Guide

Use this guide to establish a SEP IRA plan. Details

Updated: Jan 2025

Not available to order

SEP IRA program highlights

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

Updated: Jan 2025

Short-Term Bond Fund of America Summary Prospectus

The summary prospectus provides key fund information, including the retirement plan share classes, and may be used in lieu of deli... Details

Updated: Nov 2024
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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

Updated: Apr 2024

Max: 50

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As of July 1, 2024, American Funds Distributors, Inc. was renamed Capital Client Group, Inc.

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