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Client Education

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Featured

Invest for long-term success (F-2 Share)

Describes how American Funds has helped long term investors succeed, including the distinctive characteristics that make American ... Details

Updated: Jul 2026

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

Think no one can beat the index? Think again. (R-6 Share)

By reviewing results for various periods and investment scenarios, this brochure shows how the equity-focused American Funds have ... Details

Updated: Jun 2025

Understand market volatility (Trifold brochure - English)

This brochure explains how investing with a long-term focus can help retirement plan participants pursue their retirement goals. Details

Updated: Jul 2026

Keys to prevailing through stock market decline

This guide to market volatility can help investors remain calm during downturns and avoid common mistakes that could derail their ... Details

Updated: Apr 2026
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Alphabetical

529 Payroll Deduction Program Highlights

A single-sheet highlighting the benefits of employer-sponsored 529 plans, designed for use with employers. Details

Updated: Apr 2025

Not available to order

Aging parents – Client discussion checklist

A client conversation guide for advisors who have reviewed the presentation “Aging - Talking to clients about protecting their par... Details

Updated: Jun 2022

American Funds®/PMC Active Income Portfolios

Active Income: Seven mutual fund portfolios focused on income and longevity Details

Updated: Sep 2025

Max: 25

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

Can I compete with confidence in today’s market? I can. (Generic) (PP Bundled RKD PPTPA) (PP Bundled RKD PPTPA)

This brochure is intended to serve as an all-in-one look at the 401(k) retirement plan services offe... Details

Updated: Jun 2026

Client checklist - What your executor needs to know

This handout is designed for advisors to be able to share with clients so that they can organize information and documents needed ... Details

Updated: Jun 2022

Not available to order

Client conversation framework - Why you should consider moving cash off the sidelines

Client conversations guide about the potential benefits of moving out of cash. The four-box framewor... Details

Updated: Sep 2023

Not available to order

CollegeAmerica - Employer-sponsored 529 guide

This trifold brochure provides an overview of the employer and employee benefits and resources offered through an employer-sponsor... Details

Updated: Mar 2026

CollegeAmerica Gift Card “Happy birthday!” Digital Gift Card

CollegeAmerica Gift Card "A gift for you" Provides a means of notifying a CollegeAmerica beneficiary that a gift contribution has ... Details

Updated: Mar 2026

Not available to order

CollegeAmerica A Gift for You (Grad) Digital Gift Card

CollegeAmerica Gift Card "A gift for you" Provides a means of notifying a CollegeAmerica beneficiary that a gift contribution has ... Details

Updated: Mar 2026

Not available to order

CollegeAmerica Gift for Your Baby Digital Gift Card

CollegeAmerica Gift Card "A gift for your baby" Provides a means of notifying a CollegeAmerica beneficiary that a gift contributio... Details

Updated: Mar 2026

Not available to order

CollegeAmerica Happy Holidays Digital Gift Card

CollegeAmerica Gift Card "Happy holidays!" Provides a means of notifying a CollegeAmerica beneficiary that a gift contribution has... Details

Updated: Mar 2026

Not available to order

DALBAR Investing Study - A buy-and-hold strategy can serve investors well

A single sheet that uses the DALBAR study to quantify how much the average equity and fixed income investor has lagged the relativ... Details

Updated: Jun 2025

Finalizing a divorce – Client discussion checklist

A client conversation guide for advisors who have reviewed the presentation “Divorce – Helping newly divorced clients cross the fi... Details

Updated: Jun 2022

Fixed Income Focus — How a Shrinking Federal Reserve Balance Sheet Will Affect Bonds

In this issue: “How a Shrinking Federal Reserve Balance Sheet Will Affect Bonds” and ... Details

Updated: Sep 2017

Not available to order

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Fixed income implementation guide - Navigate markets with confidence (F-2 Share)

The fixed income implementation guide features all the fixed income funds and strategies available t... Details

Updated: Jun 2026

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 - PlanPremier

This brochure provides step-by-step instructions to help PlanPremier participants enroll in their retirement plan online through t... Details

Updated: Apr 2025

Not available to order

How to handle market declines (Shareholder)

Investors often flee the market during a decline and buy when stocks are skyrocketing. Both can have negative impacts. Details

Updated: Mar 2026

How to Read Your Account Statement

Helps RecordkeeperDirect plan participants understand their quarterly account statements. Details

Updated: Apr 2023

Not available to order

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