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SIMPLE IRA Plus fact sheet - Plan sponsor version

This sheet, aimed at plan sponsors, provides an overview of our SIMPLE IRA Plus program, a small-business solution offering a 401(... Details

Updated: Apr 2023

SIMPLE IRA Plus - Website user guide for plan sponsors and administrators

User guide to help plan sponsors, plan administrators and third-party remitters manage their plan on the SIMPLE IRA Plus plan spon... Details

Updated: Mar 2024

Not available to order

SIMPLE IRA prospecting postcard write-in messages - Offering a retirement plan can be SIMPLE

A sheet to provide financial professionals with FINRA-reviewed messages that can be handwritten on t... Details

Updated: Feb 2024

Not available to order

Small steps can take you far - retirement enrollment meeting poster

A poster that financial professionals can fill and print to announce a retirement plan enrollment meeting date, time and location. Details

Updated: Jun 2023

Not available to order

Updated: Mar 2023

Three Factors To Help Find The Right Recordkeeper

This list of questions can help financial professionals and TPAs find the right retirement plan recordkeeper for their clients. Details

Updated: Jun 2023

Understand your options for your retirement account

This brochure, for employees leaving their current employer, outlines the options for rolling over retirement plan proceeds. Details

Updated: Apr 2024

Max: 25

What to think about before leaping into a pooled employer plan

This brochure offers financial professionals an introduction to pooled employer plans and can help them choose the best solution f... Details

Updated: Feb 2022

Why retirement expectations may miss the mark

Capital Group summarizes some of the findings and insights into its ongoing program of research into retirement income trends and ... Details

Updated: Jul 2023

Not available to order

Why should plans pay 401(k) expenses with company assets?

Plan sponsors who pay 401(k) expenses with company assets may receive tax benefits and reduce fiduciary liability, while participa... Details

Updated: Jan 2024

Wisdom of Experience - Retire That Thinking - Uncovering Better Strategies for Retirement Readiness

Wisdom of Experience - Retire That Thinking: Uncovering Better Strategies for Retirement Readiness Details

Updated: Mar 2021

Not available to order

With a TPA, you can focus on what you do best (PPTPA RKD)

This single sheet highlights the benefits to financial professionals in having TPAs help manage their clients’ retirement plans. Details

Updated: May 2024

Max: 25

Your security is our priority (PP Bundled PPTPA RKD)

Learn about the comprehensive cybersecurity measures that Capital Group Retirement Plan Services follows to align with DOL guideli... Details

Updated: Nov 2021

Not available to order

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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.