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1Q-2026 Quarterly Statistical Update (R-1 Share)

Provides one-, five-, 10-year and lifetime annualized returns. Details

Updated: Apr 2026

1Q-2026 Quarterly Statistical Update (R-2E Share)

Provides one-, five-, 10-year and lifetime annualized returns. Details

Updated: Apr 2026

1Q-2026 Quarterly Statistical Update (R-2 Share)

Provides one-, five-, 10-year and lifetime annualized returns. Details

Updated: Apr 2026

1Q-2026 Quarterly Statistical Update (R-3 Share)

Provides one-, five-, 10-year and lifetime annualized returns. Details

Updated: Apr 2026

1Q-2026 Quarterly Statistical Update (R-4 Share)

Provides one-, five-, 10-year and lifetime annualized returns. Details

Updated: Apr 2026

1Q-2026 Quarterly Statistical Update (R-5E Share)

Provides one-, five-, 10-year and lifetime annualized returns. Details

Updated: Apr 2026

1Q-2026 Quarterly Statistical Update (R-5 Share)

Provides one-, five-, 10-year and lifetime annualized returns. Details

Updated: Apr 2026

Client Workbook - My Best Retirement

Retirement planning workbook for financial professionals to use with clients to help pre-retirees envision life in retirement, while helping advisors gather crucial financial planning information. Details

Updated: Apr 2025

LPL SMS Co-Branded Brochure (Dealer Vrs - LPL)

Co-branded brochure highlights the combination of LPL 3(38) services and Capital Group recordkeeping solutions. Details

Updated: Jul 2025

Max: 25

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. – AFTD participant pamphlet (Spanish) — American Funds Target Date Retirement Series

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

Updated: Jul 2025

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

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 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

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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.