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IRS 5304 SIMPLE

SIMPLE IRA plan document created by the IRS. This form should be used if employees are allowed to select the financial institution that holds their SIMPLE IRAs. If American Funds/Capital Bank and Trust Company is the Des... Details

Updated: Aug 2025

Not available to order

KKR Core Plus+ Semi-annual Report

Six-month report of the fund's financial condition. Includes a list of holdings (as of the end of the six-month period), financial statements and other key portfolio information. Details

Updated: Aug 2025

Max: 50

KKR Multi-Sector+ Semi-annual Report

Six-month report of the fund's financial condition. Includes a list of holdings (as of the end of the six-month period), financial statements and other key portfolio information. Details

Updated: Aug 2025

Max: 50

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: Aug 2025

Max: 25

Monthly statistical update (AFIS) (1A, P-1, 2, 4, 1, P-2, 3 Share) — American Funds Insurance Series

**For insurance use only** Monthly statistical update for one-, five- and 10-year average annual res... Details

Updated: Aug 2025

MSI Brochure 5-Year Redesign (F-2 Share) — American Funds Multi-Sector Income Fund

The brochure has been updated to include 5-year returns and discuss how the fund models the Capital ... Details

Updated: Aug 2025

Municipal bond SMAs - A discerning approach to managing risk — Separately Managed Account

Overview of Capital Group’s muni SMA offering, including state portfolios, customization options and... Details

Updated: Aug 2025

Max: 50

Municipal bond SMAs - A discerning approach to managing risk – Morgan Stanley version — Separately Managed Account

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

Updated: Aug 2025

Max: 50

Municipal bond SMAs - A discerning approach to managing risk – Raymond James version (Dealer Vrs - RJ) — Separately Managed Account

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

Updated: Aug 2025

Max: 50

Northwestern Mutual AFIS Fund Overview Sales Sheet (1A Share AFIS)

**FOR FINANCIAL PROFESSIONALS ONLY** Northwestern Mutual AFIS Fund Overview Sales Sheet NW Mutual AFIS fund overview sales sheet h... Details

Updated: Aug 2025

Max: 50

One Fund. Many Benefits. TD Blend participant Brochure

This explains how to get started when choosing a fund in a target date retirement solution, such as the Capital Group Target Date ... Details

Updated: Aug 2025

One Fund. Many Benefits. TD Blend participant Pamphlet

This explains how to get started when choosing a fund in a target date retirement solution, such as the Capital Group Target Date ... Details

Updated: Aug 2025

One Fund. Many Benefits. TD Blend participant PPT

This explains how to get started when choosing a fund in a target date retirement solution, such as the Capital Group Target Date ... Details

Updated: Aug 2025

Not available to order

Our dynamic approach to equity allocation (R-6 Share) — American Funds Target Date Retirement Series

Capital Group explores how our target date series dynamically approaches equity allocation to better... Details

Updated: Aug 2025

Not available to order

Payroll Deduction Enrollment for Traditional/Roth IRAs

Form used by employees to establish payroll deduction IRAs. Details

Updated: Aug 2025

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

Plan your journey to retirement 401k_Presentation

This presentation is designed to help financial professionals lead educational and enrollment workshops for retirement plan partic... Details

Updated: Aug 2025

Not available to order

Plan your journey to retirement 401k (Spanish)_Presentation

This presentation is designed to help financial professionals lead educational and enrollment workshops for retirement plan partic... Details

Updated: Aug 2025

Not available to order

Plan your journey to retirement SIMPLE IRA_Presentation

This presentation is designed to help financial professionals lead educational and enrollment workshops for SIMPLE IRA retirement ... Details

Updated: Aug 2025

Not available to order

Pursuing better outcomes for your clients (F-2 Share Dealer Vrs - RJ)

Raymond James and Capital Group share the pursuit of positive outcomes for investors through a broad array of investment vehicles.... Details

Updated: Aug 2025

Max: 10

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Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

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.

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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