Forms & Literature

Traditional or Roth IRA Disclosure Statement

Standalone version of the Traditional or Roth IRA Disclosure Statement included with IRA applications. Details

Traditional/Roth IRA Application Booklet (Hard Copy)

IRA application with related forms.

For the digital version, see the Traditional/Roth IRA Account Application (Digital). ... Details

Traditional/Roth IRA Application (Digital)

IRA application with links to related forms.

For the hard copy version, see the Traditional/Roth IRA Application Booklet (Hard Copy).... Details

Traditional, Roth, SEP or SARSEP IRA F-2 Share Class Supplement

Supplement to the F-2 Share Account Application for Financial Professionals. Details

Turn Form 5500 into a prospecting power tool

This brochure is designed to help financial professionals use Form 5500 to help make their retirement plan prospecting efforts mor... Details

Understand market volatility (Trifold brochure - English)

This brochure explains how investing with a long-term focus can help retirement plan participants pursue their retirement goals. Details

Understand your options for your retirement account

This brochure, for employees leaving their current employer, outlines the options for rolling over retirement plan proceeds. Details

Understand your SIMPLE IRA options

This brochure highlights and compares the benefits of a SIMPLE IRA and our SIMPLE IRA Plus program, which combines the advantages and lower cost of a SIMPLE IRA with many of the features of a 401(k) plan. Details

U.S. Government Money Market Fund Summary Prospectus

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

U.S. Government Securities Fund Summary Prospectus

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

The value of saving over time (Trifold brochure - English)

This brochure educates employees who are not currently participating in their employer’s retirement plan on the benefits of enroll... Details

The value of saving over time (Trifold brochure - Spanish)

This brochure educates employees who are not currently participating in their employer’s retirement plan on the benefits of enroll... Details

What others say about our retirement plan capabilities

This brochure cites third-party quotes and accolades that highlight our retirement plan capabilities and the American Funds. Details

Why should plans pay 401(k) expenses with company assets?

Plan sponsors who pay 401(k) expenses with company assets may receive tax benefits and reduce fiduciary liability, while participa... Details

With a TPA, you can focus on what you do best (RKD PPTPA)

This single sheet highlights the benefits to financial professionals in having TPAs help manage their clients’ retirement plans. Details

Your roadmap to moving your SIMPLE IRA

This brochure is designed to help financial professionals and retirement plan sponsors understand the requirements and timing of moving SIMPLE IRA plans. Details

Your security is our priority

Learn about the comprehensive cybersecurity measures that Capital Group Retirement Plan Services follows to align with DOL guidelines. Details