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Retirement Planning


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Updated: Feb 2024

Max: 25

Enrollment meeting checklist - Make your enrollment meeting a success

Financial professionals can use this checklist to help them prepare for a successful enrollment meeting. Details

Updated: Jun 2023

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: Apr 2022

Investment review report sample

RecordkeeperDirect® and PlanPremier® retirement plan sponsors can download a PDF with investment returns and expenses and benchmark comparisons. Use this sample to give prospects an idea about what they’ll see in this re... Details

Updated: Aug 2023

Not available to order

“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

Online Advisor’s Guide (OAG)

Find helpful resources for our funds, such as share class pricing and details. All the information in the Advisor’s Guide, formerly a PDF of consolidated monthly results, is available on our website... Details

Updated: Apr 2021

Not available to order

PlanPremier notice delivery fact sheet (PP Bundled PPTPA)

This single sheet for plan sponsors and TPAs outlines the notice delivery services available in PlanPremier, including the option ... Details

Updated: Jun 2023

Not available to order

PlanPremier® Plan cost summary sample

Financial professionals and TPAs can customize and download client-ready Plan cost summaries with comprehensive plan data, including investment results, recordkeeping costs, industry benchmarks and more. Use this sample ... Details

Updated: Aug 2023

Not available to order

RecordkeeperDirect notice delivery fact sheet (RKD)

This fact sheet introduces plan sponsors and TPAs to the notice delivery feature available in RecordkeeperDirect. Details

Updated: Jun 2023

Not available to order

RecordkeeperDirect® Plan cost summary sample

Financial professionals and TPAs can customize and download client-ready Plan cost summaries with comprehensive plan data, includi... Details

Updated: Aug 2023

Not available to order

RecordkeeperDirect® Plan Review Sample Report

Plan Review reports compile plan, participant and investment data to help sponsors assess and improve their plans. Use this sample... Details

Updated: Jun 2020

Not available to order

RecordkeeperDirect plan sponsor reports sheet (RKD) (RKD)

Provides a listing of reports available for RecordkeeperDirect retirement plans. Financial professionals and TPAs can share this s... Details

Updated: Dec 2023

Not available to order

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Retirement enrollment meeting follow-up email template

Financial professionals can use this email template to follow up with employees after holding a retirement plan enrollment meeting... Details

Updated: Jun 2023

Not available to order

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Retirement enrollment meeting invitation email template

Financial professionals can use this email template to announce the date, time and location of a retirement plan enrollment meetin... Details

Updated: Jun 2023

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 2023

Not available to order

Enter quantities for one or more titles and click Add All to Cart.

Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses, summary prospectuses, CollegeAmerica Program Description and ABLEAmerica Program Description which can be obtained from a financial professional and should be read carefully before investing. CollegeAmerica and ABLEAmerica are distributed by American Funds Distributors, Inc. and sold through unaffiliated intermediaries.

Depending on your state of residence, there may be an in-state plan that provides state tax and other state benefits not available through CollegeAmerica (such as financial aid, scholarship funds and protection from creditors) or ABLEAmerica.
Before investing in any state's 529 plan, investors should consult a tax advisor.

CollegeAmerica and ABLEAmerica are sponsored by Virginia529℠ .

All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.

Use of this website is intended for U.S. residents only. Use of this website and materials is also subject to approval by your home office.

American Funds Distributors, Inc., member FINRA.

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.