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Advisor-Only References

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Lifetime of value planning checklist

A checklist designed to help advisors identify the needs of their investor clients throughout their lifetime – from the early years to middle and late years – along with financial planning ideas to continually revisit. Details

Updated: May 2024

LPL Research Capital Group ETF Core model portfolios single sheet (Dealer Vrs - LPL)

This single sheet displays the LPL Research Capital Group ETF Core model portfolios asset allocation... Details

Updated: Aug 2024

Max: 50

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Manually add a payroll - TRAC

Resource that helps a plan sponsor manually add a payroll on the plan sponsor website. Details

Updated: Oct 2020

Not available to order

Meeting more needs with muni SMAs - Merrill (Dealer Vrs - ML) — Separately Managed Account

Overview of Capital Group’s municipal bond SMA offerings at Merrill, including a range of national a... Details

Updated: Jun 2024

Max: 50

Meeting more needs with muni SMAs – Morgan Stanley (Dealer Vrs - MS) — Separately Managed Account

Overview of Capital Group’s municipal bond SMA offerings at Morgan Stanley, including a range of nat... Details

Updated: Jun 2024

Max: 50

Meeting more needs with muni SMAs - UBS (Dealer Vrs - UBS) — Separately Managed Account

Overview of Capital Group’s municipal bond SMA offerings at UBS, including a range of national and s... Details

Updated: Aug 2024

Max: 25

A model portfolio for every investor (Dealer Vrs - RJ) — American Funds Model Portfolios

This single sheet features the American Funds model portfolios available to Raymond James registered... Details

Updated: Feb 2025

Max: 25

Model portfolio resources for you and your clients — American Funds Model Portfolios

This single-sheet outlines Capital Group's model portfolio servicing capabilities for financial advi... Details

Updated: Dec 2022

Max: 50

Model portfolio worksheet

Financial professionals who construct model portfolios for plans in PlanPremier can enter the underlying funds in this worksheet to show participants the models available in their plan. Details

Updated: Oct 2022

Not available to order

Municipal bond SMAs - A discerning approach to managing risk – Morgan Stanley version (Dealer Vrs - MS) — Separately Managed Account

Overview of Capital Group’s muni SMA offering—including a range of state-focused portfolios, customi... Details

Updated: Mar 2025

Max: 50

One fund. Many benefits. – AFTD participant brochure — American Funds Target Date Retirement Series

Helps plan-eligible employees better understand the importance of participation in employer retireme... Details

Updated: Nov 2024
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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

Online Group Investments website user guide

Help plan sponsors learn how to use the many time-saving tools available on the Online Group Investments website with this guide. Details

Updated: Jan 2025

Not available to order

PlanPremier-Bundled Next steps document — Morgan Stanley (PP Bundled)

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

Updated: Oct 2024

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 single sheet - Simplify your retirement plan notice process (PP Bundled PPTPA)

Capital Group’s notice delivery service offers two options to create and/or deliver plan notices to ... Details

Updated: Apr 2025

Not available to order

PlanPremier® Plan cost summary sample

Financial professionals and TPAs can customize and download client-ready Plan cost summaries with comprehensive plan data, including investment results, recordkeeping costs, industry benchmarks and more. Use this sample ... Details

Updated: Aug 2023

Not available to order

PlanPremier websites - A better online experience (PP Bundled PPTPA)

See the tools and features that the PlanPremier websites offer to help financial professionals and plan sponsors manage their plan... Details

Updated: May 2022

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

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
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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 and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.

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