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Retirement Planning

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Presentations that can help grow your practice

Tap into our latest thinking about topics that can help your practice grow with presentations from Capital Group. Details

Updated: Jun 2025

Not available to order

RecordkeeperDirect automatic enrollment overview brochure

This brochure provides an overview of how to implement automatic enrollment and escalation provisions for RecordkeeperDirect plans... Details

Updated: Dec 2025

Not available to order

Retirement Plan Enrollment Materials Request

Use this form to order enrollment materials for RecordkeeperConnect and investment-only 401(k), 403(b), MPP and PSP plans. Details

Updated: Sep 2025

Not available to order

The right choice for 401k plans - PlanPremier fee-based single sheet (PPTPA PP Bundled)

This single sheet for financial professionals outlines how PlanPremier can fit within and benefit th... Details

Updated: Sep 2025

Not available to order

The right choice for 401k plans - PlanPremier fee-based single sheet - R-6 shares (R-6 Share PP Bundled PPTPA)

This single sheet for financial professionals using R-6 shares outlines how PlanPremier can fit with... Details

Updated: Sep 2025

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

Small steps can take you far - sample customized enrollment meeting guide

Many plan sponsors want to see the actual enrollment brochure their retirement plan participants will receive. Use this sample wit... Details

Updated: Mar 2026

Not available to order

Turn Form 5500 into a prospecting power tool

This brochure is designed to help financial professionals use Form 5500 to help make their retirement plan prospecting efforts mor... Details

Updated: Dec 2025

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
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