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Client Education

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Featured

Reasons to consider increasing your contributions (Trifold brochure - English)

This brochure encourages retirement plan participants to increase the amount they are saving for retirement. Details

Updated: Jul 2025
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Alphabetical

**For Insurance Use Only** Differentiating the American Funds Insurance Series brochure provides an overview of the 18 AFIS funds and 5 AFIS managed risk funds in terms of investment objectives, distinguishing character... Details

Updated: Aug 2025

AFTD Allocation of the Underlying American Funds — American Funds Target Date Retirement Series

This quarterly updated participant communication specifies the underlying fund allocations of each t... Details

Updated: Apr 2026

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

Built on a strong foundation - A closer look at our active underlying funds (R-6 Share) — American Funds Target Date Retirement Series

Capital Group explores the actively managed funds underlying the American Funds Target Date Retireme... Details

Updated: May 2026

Not available to order

Capital Group Target Date Retirement Blend Series guide to participant success brochure

This brochure provides an overview of Capital Group Target Date Retirement Blend Series participant ... Details

Updated: Jun 2026

Not available to order

A full-featured solution for larger plans – PlanPremier Fact Sheet (generic) (PP Bundled PPTPA)

This fact sheet provides information on the investments, services and pricing for the PlanPremier 40... Details

Updated: Aug 2025

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: Jun 2025

Not available to order

A high-quality, low-cost solution for smaller plans – RecordkeeperDirect Fact Sheet (RKD)

This fact sheet provides information on the investments, services and pricing for the RecordkeeperDi... Details

Updated: Jul 2026

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

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. – 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

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 Brochure

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 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
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Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and/or summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.

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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.