Forms & Literature | Capital Group SIMPLE IRA Employee enrollment kit

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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.

Max qty: 50

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Use this kit to:

  • show employees the benefits of their SIMPLE IRA plan
  • educate employees about the basics of investing
  • explain SIMPLE IRA investment rules and contribution limits
  • open a SIMPLE IRA
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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.

On or around July 1, 2024, American Funds Distributors, Inc. will be 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.