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Retirement Planning

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One Fund. Many Benefits. TD Blend participant Brochure

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

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

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: Nov 2025
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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: Sep 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

Plan your journey to retirement 401k (Spanish)_Presentation

This presentation is designed to help financial professionals lead educational and enrollment workshops for retirement plan partic... Details

Updated: Aug 2025

Not available to order

The power of protected lifetime income – The difference a variable annuity can make. Merrill Lynch Version (Dealer Vrs - ML)

Merrill Lynch Version; Single sheet to share with clients when discussing the benefits of allocating... Details

Updated: Apr 2026
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Presentation — Thriving in the New Normal: Reframe Your Value Around Client Goals

Part of the 2017 National Accounts RP Practice Management Program, this combination sell sheet/summa... Details

Updated: Apr 2017

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

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

Updated: Jul 2025

RecordkeeperDirect electronic loan service

Use this sheet to show plan sponsors the benefits of RecordkeeperDirect’s online loan processing option. Details

Updated: Oct 2024

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

Required Minimum Distributions single sheet

This single sheet explains that required minimum distributions (RMDs) must be taken from employer-sponsored retirement plan accoun... Details

Updated: Sep 2024

Results matter - Even a small increase in returns can dramatically improve outcomes

Capital Group shows the impact of excess return on spending and saving outcomes in a hypothetical sc... Details

Updated: Jun 2026

Retirement plan financial checkup - You are here. (Spanish)

This retirement education brochure, for 401(k), 403(b) and SIMPLE IRA plans, can be used to help give participants an idea of whet... Details

Updated: Nov 2025

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

RP enrollment meeting support - Educational website guide

Use this guide to lead an enrollment meeting using your client’s educational website. Details

Updated: Sep 2024

Not available to order

RP Practice Builder – Identify Prospective Retirement Plan Clients

This worksheet can help financial professionals identify prospective retirement plan clients and offers case studies suggesting ho... Details

Updated: May 2026

SIMPLE IRA Plus fact sheet - Financial professional version

This sheet, aimed at financial professionals, provides an overview of our SIMPLE IRA Plus program, which combines the advantages a... Details

Updated: Dec 2025

SIMPLE IRA Retirement Plan Understand the Long-Term Impact of Early Withdrawals

This brochure can be used to educate SIMPLE IRA plan participants on the drawbacks of taking early withdrawals. Details

Updated: Dec 2025

SIMPLE IRA - Take advantage of your employer’s contributions (Trifold brochure - Spanish)

This brochure educates SIMPLE IRA plan participants on the benefits of employer contributions and en... Details

Updated: Jul 2025
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