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Retirement Planning

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A retirement plan could be big for your small business

Prospecting brochure that financial professionals can use to help small-business owners understand which type of retirement plan m... Details

Updated: Mar 2023
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SIMPLE IRA Employee enrollment kit

This kit includes resources to help you educate participants about their plan and the basics of investing. You may also want to download the Fund information guide to help participants complete the enrollment form. Details

Updated: Apr 2024

Max: 50

SIMPLE IRA Employee Guide (Digital)

Eligible employees can use this enrollment guide and application to establish a SIMPLE IRA.

For the hard copy version, see the SIMPLE IRA Employee Guide (Hard Copy).... Details

Updated: May 2024

Not available to order

SIMPLE IRA Employee Guide (Hard Copy)

Eligible employees can use this enrollment guide and application to establish a SIMPLE IRA.

For the digital version, see the SIMPLE IRA Employee Guide (Digital). ... Details

Updated: May 2024

Max: 25

SIMPLE IRA Notification to Eligible Employees

Annual notification an employer may complete and distribute to participants. Includes the SIMPLE IRA Notification to Eligible Empl... Details

Updated: Dec 2023

Not available to order

SIMPLE IRA Plan Sponsor Cover Letter and Form 5304

Annual mailing to plan sponsors/employers of Non-Designated Financial Institution SIMPLE IRA plans. Includes a cover letter and Fo... Details

Updated: Oct 2023

Max: 5

SIMPLE IRA Plan Sponsor Cover Letter and Forms (DFI mailing 2023)

Annual mailing of the Summary Description and forms that plan sponsors must distribute to all eligible employees to satisfy IRS re... Details

Updated: Nov 2023

Max: 5

SIMPLE IRA Plan Sponsor Guide (Hard Copy)

An enrollment guide for plan sponsors that explains SIMPLE IRA plans and includes forms and applications to set one up.

For the digital version, see the SIMPLE IRA Plan Sponsor Guide (Digital). ... Details

Updated: Jan 2024

Max: 25

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SIMPLE IRA plan sponsor kit

This kit provides resources you’ll need to offer a SIMPLE IRA plan, including a plan sponsor guide and an application and educational guide for employees. Details

Updated: Apr 2024

Max: 15

SIMPLE IRA plan sponsor roles and responsibilities

This single sheet highlights important roles and responsibilities of a SIMPLE IRA plan sponsor, including eligibility, plan notifi... Details

Updated: Apr 2023

Not available to order

SIMPLE IRA Plus Bank Change Request

SIMPLE IRA Plus Plan Sponsors can use this form to update the bank information on file for salary deferral and employer contributions. This form should only be used for SIMPLE IRA Plus plans. For SIMPLE IRA plans, make u... Details

Updated: Apr 2022

Not available to order

SIMPLE IRA Plus Change of Funds or Share Class

Add, remove, or replace funds, change the default fund or change the share class for a SIMPLE IRA Plus Plan. Details

Updated: May 2024

Not available to order

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SIMPLE IRA Plus Contribution Arrangement Notice

Sample notice for SIMPLE IRA Plus plans with an automatic contribution arrangement (ACA). If the plan offers an ACA, the Plan Spon... Details

Updated: Sep 2019

Not available to order

SIMPLE IRA Plus Financial Professional or Fee Change Request

Change the financial professional and/or update advisory fee payment instructions for a SIMPLE IRA Plus plan. Details

Updated: Apr 2024

Not available to order

SIMPLE IRA Plus Plan Sponsor Guide

Employers can use this guide to establish or amend a SIMPLE IRA Plus Plan. Details

Updated: May 2024

Max: 5

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 Program Highlights

This single sheet, aimed at plan sponsors, shows the key benefits of opening a Capital Group SIMPLE IRA plan. Details

Updated: Apr 2024

SIMPLE IRA prospecting postcard - Offering a retirement plan can be SIMPLE

A postcard for financial professionals to use in prospecting small businesses for SIMPLE IRA plans. Details

Updated: Feb 2024

Max: 200

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

SIMPLE IRA Retirement Plan Understand the Long-Term Impact of Early Withdrawals

This brochure can be used to educate SIMPLE IRA plan participants on the drawbacks of taking early withdrawals. Details

Updated: Dec 2023
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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.