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Advisor-Only References

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PlanPremier-Bundled next steps document - Morgan Stanley (Dealer Vrs - MS PP Bundled)

This sheet can be filled out and submitted to begin onboarding for a PlanPremier-Bundled 401(k) plan... Details

Updated: Sep 2026

Not available to order

PlanPremier - Morgan Stanley fund menu (R-6 Share Dealer Vrs - MS)

This sheet provides the fund menu for PlanPremier 401(k) plans with Class R-6 shares using Morgan Stanley 3(38) fiduciary investme... Details

Updated: Jul 2024

Not available to order

PlanPremier notice delivery fact sheet (PPTPA PP Bundled)

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

Updated: Sep 2026

Not available to order

PlanPremier websites - A better online experience

See the online tools and features that PlanPremier® offers to help financial professionals and plan sponsors manage their plans, a... Details

Updated: Aug 2025

Not available to order

Practice Enhancements Resource Guide

This practice enhancements resources guide can help advisors and other financial professionals as they prepare to become fiduciaries. This guide gives a background on the new fiduciary environment and the impacts on thei... Details

Updated: Mar 2017

Quarterly Investment Portfolio - American Funds Insurance Series - Portfolio Series - Global Growth Portfolio

Portfolio holdings for one of the last four quarters of the fund's fiscal year. Details

Updated: Nov 2025

Not available to order

Raymond James Advisor Solution Guide (F-2 Share Dealer Vrs - RJ)

Explore Capital Group funds, ETFs, models and other investment solutions available through Raymond James. This guide outlines prod... Details

Updated: Oct 2026

Max: 10

RecordkeeperDirect notice delivery fact sheet (RKD)

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

Updated: Sep 2026

Not available to order

RecordkeeperDirect Participant Deferral Data File

Use this file to import existing participant deferral elections prior to activating deferral designation services. We encourage yo... Details

Updated: Apr 2022

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

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: Jul 2026

Retirement plan prospect interview worksheet

This worksheet can help financial professionals collect the information they need from a takeover or startup retirement plan prosp... Details

Updated: Jun 2025

Sales Charge Exemption

Form for individuals who qualify to purchase the American Funds at NAV. Details

Updated: Aug 2025

Not available to order

Sales Development Managers coverage map

Single sheet with USA map showing sales department team territories. Details

Updated: Oct 2025

Max: 25

Saving for a better life experience (ABLE single sheet)

This single sheet details general information on ABLE, eligibility, and benefits. Intended for advisor use only to educate and hel... Details

Updated: Dec 2025

Separately managed accounts (SMAs) at Raymond James (Dealer Vrs - RJ) — Separately Managed Account

The 4-page guide features the SMAs strategies available at Raymond James. These customizable, transp... Details

Updated: May 2026

Max: 111

Superstars prepare for their careers, not just one race

Fact sheet discussing the benefits of taking a long-term approach with equity funds. Details

Updated: Jul 2026

Not available to order

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THE DIVERSITY QUOTIENT Program Guide: The market within your marketplace

Explore strategies for understanding a variety of client segments and influencing client decision-making. Identify opportunities ... Details

Updated: Jul 2018

Max: 25

Tools to help you manage your book of business

Learn about the Client Accounts section of our website, the Account Resource Center and other online tools available to help you m... Details

Updated: Apr 2026

Not available to order

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

Updated: Dec 2025

Not available to order

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