Forms & Literature

The value of saving over time (Trifold brochure - English)

This brochure educates employees who are not currently participating in their employer’s retirement plan on the benefits of enroll... Details

Understand market volatility (Trifold brochure - English)

This brochure explains how investing with a long-term focus can help retirement plan participants pursue their retirement goals. Details

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

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

Reasons to consider increasing your contributions (Trifold brochure - English)

This brochure encourages retirement plan participants to increase the amount they are saving for retirement. Details

A retirement plan could be big for your small business

Prospecting brochure that financial professionals can use to help small-business owners understand which type of retirement plan m... Details

402(f) Notice of Special Tax Rules On Distributions

Learn the tax implications of rollovers and distributions from employer-sponsored retirement plans. Details

403(b) Basic Contact Information

Form used to collect the names and signatures of Authorized Signers on 403(b) Basic plans. This form was included in a March 2009 mailing to 403(b)Plan Sponsors. Details

403(b) Beneficiary Designation

Change or designate a beneficiary for a 403(b) plan account. Details

403(b) Request for Information

Use this form to request transaction information for a participant’s account or for your entire plan. Details

403(b) Request for Transfer of Assets or Direct Rollover

Use this form for participants to request a transfer of assets or direct rollover from an existing 403(b) to his/her 403(b) plan w... Details

403(b) Salary Deferral Election

Form that allows participants to set up salary deferrals for their individual 403(b) plan account.

This form is for employer and employee use only. It should not be sent back to American Funds Service Company or... Details

403(b)/Texas ORP Request for Exchange or Rollover

Participants can use this form to request an exchange from the same plan or direct rollover from an external qualified plan or IRA... Details

457(b) Beneficiary Change

Change or designate a beneficiary for a 457(b) plan account. Details

457(b) Distribution Request

A participant can use this form to take a distribution from their 457(b) account. Details

457(b) New Participant Enrollment

Form that is used to add a new participant to an existing CB&T employer-sponsored 457(b) plan. Use for plans where employer approval is required. Details

Active management plays an important role in 401(k) plans

Authored by Groom Law Group, funded by Capital Group, this white paper highlights the differences between active versus passive fu... Details

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

Advisor enrollment meeting emails template: follow up

Retirement plan follow-up email used to provide additional enrollment resources and assistance Details

AFTD Allocation of the Underlying American Funds (R-6 Share) — American Funds Target Date Retirement Series

This quarterly updated participant communication specifies the underlying fund allocations of each t... Details

Alternate Payee Distribution Request

Form used by a former spouse or alternate payee to request a distribution of awarded benefits from a 403(b), 457(b), MPP or PSP account. Details

AMCAP Fund Summary Prospectus

The summary prospectus provides key fund information, including the retirement plan share classes, and may be used in lieu of delivering a full statutory prospectus, even when giving clients sales literature that must be... Details

American Balanced Fund Summary Prospectus

The summary prospectus provides key fund information, including the retirement plan share classes, and may be used in lieu of deli... Details

American Funds 2010 Target Date Retirement Fund - Summary Prospectus

The summary prospectus provides key fund information, including the retirement plan share classes, and may be used in lieu of deli... Details

American Funds 2015 Target Date Retirement Fund - Summary Prospectus

The summary prospectus provides key fund information, including the retirement plan share classes, and may be used in lieu of deli... Details

American Funds 2020 Target Date Retirement Fund - Summary Prospectus

The summary prospectus provides key fund information, including the retirement plan share classes, and may be used in lieu of deli... Details