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Retirement Planning

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Featured

Understand market volatility (Trifold brochure - English)

This brochure explains how investing with a long-term focus can help retirement plan participants pursue their retirement goals. Details

Updated: Apr 2023

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: Jan 2024

Reasons to consider increasing your contributions (Trifold brochure - English)

This brochure encourages retirement plan participants to increase the amount they are saving for retirement. Details

Updated: Apr 2023
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Alphabetical

AFTD Allocation of the Underlying American Funds (R-6 Share) — American Funds Target Date Retirement Series

This quarterly updated participant communication specifies the underlying fund allocations of each t... Details

Updated: Apr 2024

Availability of American Funds in DC Recordkeeping Platforms

Availability of the American Funds in DC Recordkeeping Platforms one pager identifies recordkeepers who offer access to American ... Details

Updated: May 2023

Max: 25

Availability of American Funds in DC Recordkeeping Platforms (NMIS) (Dealer Vrs - NMIS)

Availability of the American Funds in DC Recordkeeping Platforms one pager identifies recordkeepers... Details

Updated: May 2023

Max: 25

Beneficiary Claim Information

This brochure can be provided to IRA and retirement plan account beneficiaries during the claims process. It discusses account options and distribution rules. If the account owner passed away prior to 1/1/2020 (for IRAs and non-governmental plans) or prior to 1/1/2022 (for governmental plans), refer to the Understand your alternatives during this time of change... Details

Updated: Mar 2023

Not available to order

Building a sustainable retirement income plan (F-2 Share)

Advisors can use this single sheet to explain the importance of equity exposure and investment selection in building a sustainable... Details

Updated: Mar 2023

Building a sustainable retirement income plan (A Share)

Advisors can use this single sheet to explain the importance of equity exposure and investment selection in building a sustainable... Details

Updated: Mar 2023

Built on a strong foundation - A closer look at our active underlying funds (R-6 Share) — American Funds Target Date Retirement Series

Capital Group explores the actively managed funds underlying the American Funds Target Date Retireme... Details

Updated: Feb 2024

Not available to order

Client Workbook - My Best Retirement

Retirement planning workbook for financial professionals to use with clients to help pre-retirees envision life in retirement, while helping advisors gather crucial financial planning information. Details

Updated: Feb 2024

Fixed Income Focus May 2018 (“Why fixed income? 4 roles your bond portfolio should play”)

White paper reviewing why investment portfolios should rely on fixed income for diversification from... Details

Updated: May 2018

Not available to order

A full-featured solution for larger plans – PlanPremier Fact Sheet (generic) (PP Bundled PPTPA)

This fact sheet provides information on the investments, services and pricing for the PlanPremier 40... Details

Updated: Mar 2023

How to enroll in your retirement plan - RecordkeeperDirect

This brochure provides step-by-step instructions to help RecordkeeperDirect participants enroll in their retirement plan through t... Details

Updated: Apr 2022

Not available to order

How to handle market declines _RP participant version

Targeted to retirement plan participants, this brochure explains principles that can help investors through market volatility. Details

Updated: Mar 2022

Not available to order

ICanRetire helps make saving for retirement easy and fun

Use this single sheet to provide a high-level overview of the ICanRetire participant engagement program for financial professional... Details

Updated: Jul 2023

Not available to order

“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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“Keep moving forward” IRA rollover kit

Kit with everything you need to help clients roll over an IRA. For fund numbers, names, minimums and share class descriptions, download the Fund Information... Details

Updated: Jan 2019

Max: 5

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: Mar 2024

Make it easier to manage your retirement plan

This single sheet highlights five key features that can help plan sponsors manage their company's PlanPremier® retirement plan an... Details

Updated: May 2023

Managing your account - Group Investing/TRAC plans

This PDF provides participants in Group Investing and TRAC plans with an overview of how to access and manage their retirement acc... Details

Updated: Jul 2022

Not available to order

Managing your account - RecordkeeperDirect (RKD)

This sheet provides participants in RecordkeeperDirect plans with an overview of how to access and manage their retirement account... Details

Updated: Jan 2023

Not available to order

Managing your account - SIMPLE IRA Plus

This sheet provides participants in SIMPLE IRA Plus plans with an overview of how to access and manage their retirement accounts online and by phone, and highlights key savings tools. Details

Updated: Jun 2022
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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.

American Funds Distributors, Inc., member FINRA.

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.