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General Sales Materials

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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: Jan 2026

RecordkeeperDirect_Sample proposal (RKD)

This sample book illustrates the proposal that can be ordered for prospective clients of Capital Group’s RecordkeeperDirect 401(k)... Details

Updated: Jun 2025

Remarriage – Preparing clients for better and for worse

This advisor presentation highlights nine financial and estate planning pitfalls common with an “other than first” marriage or a b... Details

Updated: Oct 2022

Not available to order

Updated: Mar 2026
Updated: Jun 2026

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

RIA Resource Guide

This RIA Resource Guide provides an overview of the resources Capital Group offers advisors who recently transitioned or are considering moving to an RIA business model, including key contacts, investment solutions and t... Details

Updated: Apr 2026

RKD e-distributions – Take advantage of a better withdrawal and loan process online

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

Updated: Apr 2025

Not available to order

Saving for a better life experience (ABLE single sheet)

This single sheet details general information on ABLE, eligibility, and benefits. Intended for advisor use only to educate and hel... Details

Updated: Dec 2025

Saving now for a better future tomorrow - ABLE Brochure

Educational sales brochure to help investors understand the ABLE product in more detail. Details

Updated: Jan 2026

Seek capital preservation without sacrificing income potential (A Share)

Short-term bond funds can serve as a compelling alternative to cash-like investments. Learn how these funds have the potential to ... Details

Updated: Apr 2026

Max: 50

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: Dec 2025

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: Jun 2025

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: Mar 2026

Not available to order

Small Steps Can Take You Far - RP Enrollment Meeting Poster

RP Enrollment meeting poster used to announce enrollment workshop date, time, and location. This is a fillable 8.5 x 11 PDF. Details

Updated: Sep 2025

Not available to order

Spanish version - “Small steps can take you far.” Enrollment guide (for deferral Plans)

Help 401(k), 403(b) and SIMPLE IRA plan participants learn about the benefits of their retirement pl... Details

Updated: Sep 2025

Standard Version - Capital Group Equity Insights - a brave new world (F-2 Share)

Presentation providing an overview of equity market insights, equities at Capital Group and actionab... Details

Updated: Apr 2026

Not available to order

State-sponsored retirement plans and alternative options brochure - All plan types (PP Bundled RKD PPTPA)

This brochure provides plan sponsors with an overview of state-sponsored retirement plans and altern... Details

Updated: Feb 2026

Tax planning and charitable deductions - What you gift – and to whom – matters

Chart to help clients understand how a donation’s tax deductibility may differ depending on the gift recipient and gift type Details

Updated: Jan 2022

Tax planning - Identifying strategies for clients in three key generations (WSP presentation)

This advisor presentation highlights key planning opportunities available under current tax law that... Details

Updated: Mar 2023

Not available to order

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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.