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Client Education

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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

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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

How to select a portfolio strategist

The Portfolio Strategist Brochure explains to advisors and their clients why our organization is one they can trust, how our philosophy aligns with their goals, how our investment process works, and who are the people wh... Details

Updated: Aug 2026

Max: 50

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

Invest for long-term success (A Share)

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

Updated: Jul 2026

Investing against the tide

This single sheet is intended to help place the current market turmoil in historical context, it features text from a letter authored in 1974 by former Capital Group Chairman Jim Fullerton recalling another dark time in ... Details

Updated: Mar 2020

Not available to order

Investor Reference Guide

Introduces new investors to American Funds services and serves as a reference guide for advisors and current investors. Note: Automatically included with confirmation statements for newly-established accounts. Details

Updated: Oct 2025

Max: 10

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

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

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

New parents and estate planning – Client discussion checklist

A client conversation guide for advisors who have reviewed the presentation “Parenthood - Starting the estate planning conversatio... Details

Updated: Jun 2022

Once upon a time single sheet

Using the timeless story of the tortoise and the hare for inspiration, we can see how maintaining a steady investment approach may be better in the long run than chasing high returns to make up for losses. Details

Updated: Jun 2026

Not available to order

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. – AFTD participant PPT — 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. – 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

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