Forms & Literature

Search Literature

Search by title, subject, literature number, fund or cover description.

Your Literature Order

You must log in to order literature.

Retirement Planning

Page: « prev  1 | [2] | 3  next » of 3


Enter quantities for one or more titles and click Add All to Cart.

Alphabetical

Next-gen retirement legislation - What you need to know

This sheet summarizes three retirement plan bills that are progressing through the legislative process, sometimes referred to as S... Details

Updated: Aug 2022

Not available to order

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

One fund. Many benefits. – AFTD participant brochure (Spanish) — American Funds Target Date Retirement Series

Helps plan-eligible employees better understand the importance of participation in employer retireme... Details

Updated: Feb 2024

Not available to order

PlanPremier retirement plan financial checkup - You are here.

This retirement education brochure can be used to help give participants in PlanPremier 401(k) plans an idea of whether they’re sa... Details

Updated: Jun 2023

PlanPremier retirement plan financial checkup - You are here. (Spanish)

This retirement education brochure can be used to help give participants in PlanPremier 401(k) plans an idea of whether they’re sa... Details

Updated: Jun 2023

Not available to order

Plan your journey to retirement – presentation (Spanish)

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

Updated: Mar 2024

Not available to order

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: Mar 2024

Max: 25

Presentation — Thriving in the New Normal: Reframe Your Value Around Client Goals

Part of the 2017 National Accounts RP Practice Management Program, this combination sell sheet/summa... Details

Updated: Apr 2017

Presentations to support retirement plan practices

These RP educational seminars from American Funds can be used with financial professionals, institutional intermediaries, TPAs and... Details

Updated: Feb 2024

Not available to order

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

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

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

Updated: Apr 2023

RecordkeeperDirect online enrollment summary guide

This guide for plan sponsors and intermediaries describes how online enrollment works for RecordkeeperDirect plans, as well as the... Details

Updated: Apr 2024

Max: 10

RecordkeeperDirect® Plan Review Sample Report

Plan Review reports compile plan, participant and investment data to help sponsors assess and improve their plans. Use this sample... Details

Updated: Jun 2020

Not available to order

Required Minimum Distributions brochure

This brochure explains that required minimum distributions (RMDs) must be taken from employer-sponsored retirement plan accounts and IRAs each year, starting when the investor reaches age 73. The brochure outlines steps ... Details

Updated: Jun 2023

Results matter - Even a small increase in returns can dramatically improve outcomes

Capital Group shows the impact of excess return on spending and saving outcomes in a hypothetical sc... Details

Updated: Feb 2024

Retirement plan financial checkup - You are here. (Spanish)

This retirement education brochure, for 401(k), 403(b) and SIMPLE IRA plans, can be used to help give participants an idea of whet... Details

Updated: Jun 2023

Retirement Redefined research report

Capital Group modern retiree research on the changing dynamics of investors as they enter and experience retirement today. Details

Updated: Oct 2021

Retirement Redefined research report -- Edward Jones

Capital Group modern retiree research on the changing dynamics of investors as they enter and experience retirement today. Financi... Details

Updated: Dec 2021

RKD e-distributions – Take advantage of a better withdrawal process online (RKD)

This single sheet highlights key benefits and features of the e-distribution services available for ... Details

Updated: Mar 2023

Not available to order

Roth vs. pretax contributions (Trifold brochure – English)

This brochure helps retirement plan participants understand the differences between Roth and pretax contributions. Details

Updated: Apr 2023
Enter quantities for one or more titles and click Add All to Cart.

Page: « prev  1 | [2] | 3  next » of 3


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.