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Client Education

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Featured

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

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
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Alphabetical

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

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

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

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. – 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

One fund. Many benefits. – CGTD participant pamphlet (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 PPT

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. 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

One Fund. Many Benefits. TD Blend participant PPT

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

Not available to order

PlanPremier - Managing your retirement plan account (PPTPA PP Bundled)

This single sheet shows PlanPremier participants how to access their retirement plan account and summarizes the capabilities of th... Details

Updated: Sep 2025

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

Presentations that can help grow your practice

Tap into our latest thinking about topics that can help your practice grow with presentations from Capital Group. Details

Updated: Jun 2025

Not available to order

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
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