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Retirement Planning

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Early IRA distribution single sheet

A one-sheet reference designed to help advisors explain 72(t) payments to clients who want or need to withdraw money from their IRA(s) before age 59 and avoid an early withdrawal penalty. Details

Updated: Mar 2026

Not available to order

Enrollment meeting checklist - Make your enrollment meeting a success

Use this retirement plan enrollment meeting checklist to prepare for a successful meeting that can help generate higher enrollment... Details

Updated: Feb 2026

Not available to order

Establishing contact with prospective retirement plan clients

This single sheet describes the four most common reasons why plan sponsors switch retirement plans or providers and explains how t... Details

Updated: Sep 2025

Fee-Based Financial Professional Change Request

RecordkeeperDirect plan sponsors can use this form to update financial professional information on file for their plan. This form ... Details

Updated: Oct 2025

Not available to order

Financial Professional Change Request

Form used to update the financial professional listed on an investor’s account(s). Details

Updated: Dec 2024

Not available to order

Fundamental Investors Summary Prospectus

The summary prospectus provides key fund information and may be used in lieu of delivering a full statutory prospectus, even when giving clients sales literature that must be preceded or accompanied by a prospectus. Details

Updated: Mar 2026

Get tailored employee education materials for your plan — American Funds Target Date Retirement Series

This brochure highlights the options for tailored American Funds Target Date Retirement Series emplo... Details

Updated: Sep 2024

Not available to order

Get tailored employee education materials for your plan — Capital Group Target Date Retirement Series

This brochure highlights the options for tailored Capital Group Target Date Retirement Series employ... Details

Updated: Aug 2026

Not available to order

Grow with us – AFIS Growth Fund sales brochure (AFIS VIG) (AFIS) — American Funds Insurance Series - Growth Fund

*** FOR FINANCIAL PROFESSIONALS ONLY*** A four-page piece on the American Funds Insurance Series — ... Details

Updated: May 2026

Max: 50

Guide to Capital Group’s suite of DC product partnership target date solutions

Summary of Capital Group's co-branded target date offerings detailing several characteristics of each product or service. Serves a... Details

Updated: Apr 2026

Not available to order

Guide to Class R shares

Differentiate our Class R shares with this single sheet that highlights pricing for each share class. Details

Updated: Nov 2025

Not available to order

How to enroll in your retirement plan - RecordkeeperDirect

This brochure provides step-by-step instructions to guide RecordkeeperDirect participants through online enrollment in their retir... Details

Updated: Sep 2025

Not available to order

How to Read Your Account Statement

Helps RecordkeeperDirect plan participants understand their quarterly account statements. Details

Updated: Apr 2023

Not available to order

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

Income Fund of America Summary Prospectus

The summary prospectus provides key fund information and may be used in lieu of delivering a full statutory prospectus, even when ... Details

Updated: Oct 2025

Indirect Rollover Request

Investors can use this form to roll an IRA or qualified retirement plan distribution back to a qualified retirement plan or IRA within 60 days of receiving the assets. This form should only be used for indirect rollovers... Details

Updated: Jun 2025

Not available to order

Information on American Funds Payroll Deduction Savings Programs

Contains information on how to establish a payroll deduction plan for Traditional IRAs, Roth IRAs, Coverdell Education Savings Acc... Details

Updated: Mar 2021

Not available to order

Information Sharing Agreement 403(b) Contact Information

This application can be used when there is a single owner who is opening individual Accounts with multiple Beneficiaries. A separa... Details

Updated: Mar 2023

Not available to order

Inherited IRA Application

Application used to establish an American Funds traditional or Roth IRA with inherited assets. The Inherited IRA Request for Transfer of Assets or Direct Rollover form is also included. Details

Updated: Feb 2026

Not available to order

Institutional Retirement Strategic Growth - Introduction to Services

Institutional retirement strategic growth brochure, introducing the potential benefits of customizing retirement plan features to ... Details

Updated: Sep 2025
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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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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.