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Retirement Planning


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402(f) Notice of Special Tax Rules On Distributions

IRS notice that must be provided to employer-sponsored retirement plan participants requesting distributions. For payments not fro... Details

Updated: Jun 2026

Not available to order

Add a cash balance plan to seek tax savings and improve participant outcomes

This brochure summarizes the benefits and opportunities of cash balance plans. TPAs can also share this with the financial profess... Details

Updated: Apr 2026

ICanRetire makes saving for retirement easy and fun

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

Updated: Aug 2025

Not available to order

Managing your account - Group Investing/TRAC plans

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

Updated: Dec 2025

Not available to order

Managing your account - RecordkeeperDirect

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

Updated: Mar 2026

One fund. Many benefits. – AFTD participant PPT — American Funds Target Date Retirement Series

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

Updated: May 2026

PlanPremier - Managing your retirement plan account (PPTPA PP Bundled)

This single sheet shows PlanPremier participants how to access their retirement plan account and summarizes the capabilities of th... Details

Updated: Sep 2025

Small steps can take you far - sample customized enrollment meeting guide

Many plan sponsors want to see the actual enrollment brochure their retirement plan participants will receive. Use this sample wit... Details

Updated: Mar 2026

Not available to order

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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/or summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.

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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.