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Retirement Planning

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Retirement Redefined research report -- Edward Jones

Capital Group modern retiree research on the changing dynamics of investors as they enter and experience retirement today. Financi... Details

Updated: Dec 2021

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

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

Take advantage of Spanish-language resources to help employees invest for retirement

This single sheet lists the resources available in Spanish for Capital Group retirement plans, inclu... Details

Updated: Dec 2025

Not available to order

Target Date ProView - 3 Steps to Powerful Target Date Fund Evaluation — American Funds Target Date Retirement Series

This single sheet highlights the powerful and easy to use capabilities of Target Date ProView, which... Details

Updated: Jul 2025

Max: 50

Understand your SIMPLE IRA options

This brochure highlights and compares the benefits of a SIMPLE IRA and our SIMPLE IRA Plus program, which combines the advantages and lower cost of a SIMPLE IRA with many of the features of a 401(k) plan. Details

Updated: Dec 2025

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

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

Updated: Jul 2025

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

With a TPA, you can focus on what you do best (PPTPA RKD)

This single sheet highlights the benefits to financial professionals in having TPAs help manage their clients’ retirement plans. Details

Updated: Jun 2026

Your security is our priority

Learn about the comprehensive cybersecurity measures that Capital Group Retirement Plan Services follows to align with DOL guidelines. Details

Updated: Jun 2026

Not available to order

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