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Retirement Planning

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Featured

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 — American Funds Target Date Retirement Series

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

Updated: May 2026
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Alphabetical

Beneficiary Claim Information

This brochure can be provided to retirement plan account beneficiaries during the claims process. It discusses account options and distribution rules. Details

Updated: Jan 2025

Not available to order

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

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

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

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“Investor assessment questionnaire”

Advisers can use this four-page fact finder to gather important information about clients and help them with investment selection. Details

Updated: Dec 2013

Not available to order

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

Make it easier to manage your retirement plan

This single sheet highlights five key features that can help plan sponsors manage their company's PlanPremier® retirement plan and... Details

Updated: Oct 2024

Not available to order

Managing your account - Group Investing/TRAC plans

This sheet provides participants in Group Investing and TRAC plans with an overview of how to access and manage their retirement a... Details

Updated: Dec 2025

Not available to order

Managing your account - RecordkeeperDirect

This sheet provides participants in RecordkeeperDirect plans with an overview of how to access and manage their retirement account... Details

Updated: Mar 2026

Medicare checklist

An easy-to-understand checklist for clients, outlining some important Medicare steps, timelines and deadlines for 2026. Details

Updated: Jan 2026

Not available to order

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

Updated: May 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 brochure

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

One fund. Many benefits. – CGTD participant brochure (Spanish)

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

Updated: Jul 2025

Not available to order

One fund. Many benefits. – CGTD participant pamphlet

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

One fund. Many benefits. – CGTD participant pamphlet (Spanish)

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

Updated: Jul 2025

Not available to order

One Fund. Many Benefits. TD Blend participant Pamphlet

This explains how to get started when choosing a fund in a target date retirement solution, such as the Capital Group Target Date ... Details

Updated: Jun 2026
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PlanPremier retirement plan financial checkup - You are here.

This retirement education brochure can be used to help give participants in PlanPremier 401(k) plans an idea of whether they’re sa... Details

Updated: Aug 2026

PlanPremier retirement plan financial checkup - You are here. (Spanish)

This retirement education brochure can be used to help give participants in PlanPremier 401(k) plans an idea of whether they’re sa... Details

Updated: Nov 2025

Not available to order

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