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General Sales Materials


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Know Your IRA Options

An educational brochure that discusses the IRA alternatives (Roth and Traditional) to help investors decide which type of IRA to choose. Details

Updated: Apr 2026

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: Jul 2025

Not available to order

One fund. Many benefits. – CGTD participant PPT

Helps plan-eligible employees better understand the importance of participation in employer retirement plans and offers insight on... Details

Updated: May 2026

Not available to order

Plan your journey to retirement SIMPLE IRA_Presentation

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

Updated: Aug 2025

Not available to order

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

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

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

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

Understand your options for your retirement account

This brochure, for employees leaving their current employer, outlines the options for rolling over retirement plan proceeds. Details

Updated: Apr 2026

What to think about before leaping into a pooled employer plan

This brochure offers financial professionals an introduction to pooled employer plans and can help them choose the best solution f... Details

Updated: Jul 2024

Not available to order

Why should plans pay 401(k) expenses with company assets?

Plan sponsors who pay 401(k) expenses with company assets may receive tax benefits and reduce litigation risk, while participants ... Details

Updated: Mar 2026

Wisdom of Experience - Retire That Thinking - Uncovering Better Strategies for Retirement Readiness

Wisdom of Experience - Retire That Thinking: Uncovering Better Strategies for Retirement Readiness Details

Updated: Mar 2021

Not available to order

With a TPA, you can focus on what you do best (PPTPA RKD)

This single sheet highlights the benefits to financial professionals in having TPAs help manage their clients’ retirement plans. Details

Updated: Jun 2026

Your security is our priority

Learn about the comprehensive cybersecurity measures that Capital Group Retirement Plan Services follows to align with DOL guidelines. Details

Updated: Jun 2026

Not available to order

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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 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.