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Most recently updated pieces

Guide to Capital Group’s suite of DC product partnership target date solutions

Summary of Capital Group's co-branded target date offerings detailing several characteristics of each product or service. Serves a... Details

Updated: Apr 2026

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Historical Allocations Report – American Funds Models — American Funds Model Portfolios

This report details the initial allocations and all subsequent reallocations for the American Funds ... Details

Updated: Apr 2026

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How Capital Group’s active approach can strengthen your U.S. equity allocation. (R-6 Share)

How Capital Group’s active approach can strengthen your U.S. equity allocation. Details

Updated: Apr 2026

How Client Accounts can help you manage your book of business

Learn how the Client Accounts section of our website can help you manage your book of business, including a list of transactions a... Details

Updated: Apr 2026

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How ESG monitoring of corporates complements investment research

This paper describes our corporate monitoring process, which is designed to identify issuers among our equity and corporate bond h... Details

Updated: Apr 2026

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How financial professionals/assistants access Client Accounts

This single sheet gives financial professionals and assistants step-by-step instructions on how to access Client Accounts, includi... Details

Updated: Apr 2026

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How to select a custom models portfolio strategist

This piece outlines the five key questions you should ask when looking for a custom models portfolio strategist: Is this an organi... Details

Updated: Apr 2026

Max: 50

IRA Automatic Distribution Request

This form is used to establish an ongoing automatic distribution plan on an IRA (traditional, Roth, SIMPLE, SIMPLE Plus or SEP/SARSEP). Do not use this form for substantially equal periodic payments, to remove an RMD, or... Details

Updated: Apr 2026

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IRA Beneficiary Change

Designate or modify Traditional, Roth, SEP or SIMPLE IRA beneficiaries. Details

Updated: Apr 2026

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IRA Disability Distribution Request

Form used by an IRA (traditional, Roth, SIMPLE, SIMPLE Plus or SEP/SARSEP) owner to request a disability distribution from their account. Details

Updated: Apr 2026

Not available to order

IRA Single Distribution Request

Use this form to request a single distribution from a traditional, Roth or SEP/SARSEP IRA. For SIMPLE IRAs and SIMPLE IRA Plus accounts, use the SIMPLE IRA Single Distribution Request. Details

Updated: Apr 2026

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Keys to prevailing through stock market decline

This guide to market volatility can help investors remain calm during downturns and avoid common mistakes that could derail their ... Details

Updated: Apr 2026

Know Your IRA Options

An educational brochure that discusses the IRA alternatives (Roth and Traditional) to help investors decide which type of IRA to choose. Details

Updated: Apr 2026

Long-term investors can weather market declines

Sales sheet shows the intrayear highs and lows of the S&P 500 over the past 70 years from 1955 through 2024. Details

Updated: Apr 2026

Our approach to monitoring ESG issues in sovereign debt research | Capital Group

Learn more about how we monitor ESG issues in sovereign debt research. Details

Updated: Apr 2026

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Participant outcomes continue to take center stage in recent QDIA litigation (R-6 Share) — American Funds Target Date Retirement Series

Capital Group examines the differences in returns versus dispersion in fees and historic consistency... Details

Updated: Apr 2026

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The power of protected lifetime income – The difference a variable annuity can make — American Funds Insurance Series

Single sheet to share with clients when discussing the benefits of allocating a portion of their ret... Details

Updated: Apr 2026

The power of protected lifetime income – The difference a variable annuity can make. Merrill Lynch Version (Dealer Vrs - ML)

Merrill Lynch Version; Single sheet to share with clients when discussing the benefits of allocating... Details

Updated: Apr 2026

Practice-building strategy - Winning just two plans a year can add up over time

This sheet is designed to encourage financial professionals to sell retirement plans as part of their practice. Just two plans a y... Details

Updated: Apr 2026

Preparing your business for sale and yourself for what comes next

For those who are selling or exiting a business, this primer offers guidance on all phases of the process – from preparing themsel... Details

Updated: Apr 2026

Max: 50

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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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