[an error occurred while processing this directive] Retirement Planning - Adviser-only references
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Retirement Planning

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Updated: Feb 2026

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Can I compete with confidence in today’s market? I can. (Edward Jones version) (PPTPA PP Bundled RKD)

This brochure is intended to serve as an all-in-one look at the 401(k) retirement plan services offe... Details

Updated: Sep 2025

Not available to order

Early IRA distribution single sheet

A one-sheet reference designed to help advisors explain 72(t) payments to clients who want or need to withdraw money from their IRA(s) before age 59 and avoid an early withdrawal penalty. Details

Updated: Mar 2026

Not available to order

Enrollment meeting checklist - Make your enrollment meeting a success

Use this retirement plan enrollment meeting checklist to prepare for a successful meeting that can help generate higher enrollment... Details

Updated: Feb 2026

Not available to order

Establishing contact with prospective retirement plan clients

This single sheet describes the four most common reasons why plan sponsors switch retirement plans or providers and explains how t... Details

Updated: Sep 2025
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“Investor assessment questionnaire”

Advisers can use this four-page fact finder to gather important information about clients and help them with investment selection. Details

Updated: Dec 2013

Not available to order

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Online Advisor’s Guide (OAG)

Find helpful resources for our funds, such as share class pricing and details. All the information in the Advisor’s Guide, formerly a PDF of consolidated monthly results, is available on our website... Details

Updated: Apr 2021

Not available to order

PlanPremier-Bundled retirement plan proposal — Morgan Stanley (PP Bundled)

This brochure, which can be customized for prospective clients, provides an overview of the features and pricing of the PlanPremie... Details

Updated: Jul 2024

Not available to order

PlanPremier - Morgan Stanley pricing

This sheet provides an overview of the pricing and features for PlanPremier 401(k) plans using Morgan Stanley 3(38) fiduciary investment services. Details

Updated: Jul 2024

Not available to order

PlanPremier notice delivery fact sheet (PP Bundled PPTPA)

This single sheet for plan sponsors and TPAs outlines notice delivery services available in PlanPremier, including the option to h... Details

Updated: Dec 2025

Not available to order

PlanPremier-TPA Next steps document — Morgan Stanley (PPTPA)

This sheet can be filled out and submitted to begin onboarding for a PlanPremier-TPA 401(k) plan using Morgan Stanley 3(38) fiduci... Details

Updated: Jul 2024

Not available to order

PlanPremier-TPA retirement plan proposal — Morgan Stanley (PPTPA)

This brochure, which can be customized for prospective clients, provides an overview of the features and pricing of the PlanPremie... Details

Updated: Jul 2024

Not available to order

Power your practice with PlanPremier — Morgan Stanley (Dealer Vrs - MS PP Bundled PPTPA)

This fact sheet, for Morgan Stanley financial professionals, provides information on the features an... Details

Updated: Jul 2024

Not available to order

RecordkeeperDirect notice delivery fact sheet (RKD)

This single sheet introduces plan sponsors and TPAs to the notice delivery feature available in RecordkeeperDirect. Details

Updated: Dec 2025

Not available to order

RecordkeeperDirect® Plan Review Sample Report

Plan Review reports compile plan, participant and investment data to help sponsors assess and improve their plans. Use this sample... Details

Updated: Jun 2020

Not available to order

RecordkeeperDirect plan sponsor reports sheet (RKD)

This document gives an overview of the RecordkeeperDirect plan sponsor reports available online. Financial professionals and TPAs ... Details

Updated: Oct 2025

Not available to order

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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

Small business retirement survey report

This report highlights findings from our 2025 small business survey and focuses on ways to help small business owners plan for retirement for themselves and their employees. Details

Updated: Oct 2025

Not available to order

Target date guide to participant success brochure — American Funds Target Date Retirement Series

This brochure provides an overview of the American Funds and Capital Group Target Date Retirement Se... Details

Updated: Jul 2025

Not available to order

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Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses, summary prospectuses, CollegeAmerica Program Description and ABLEAmerica Program Description which can be obtained from a financial professional and should be read carefully before investing. CollegeAmerica and ABLEAmerica are distributed by American Funds Distributors, Inc. and sold through unaffiliated intermediaries.

Depending on your state of residence, there may be an in-state plan that provides state tax and other state benefits not available through CollegeAmerica (such as financial aid, scholarship funds and protection from creditors) or ABLEAmerica.
Before investing in any state's 529 plan, investors should consult a tax advisor.

CollegeAmerica and ABLEAmerica are sponsored by Virginia529℠ .

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.

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

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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