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Client Education

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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 - English)

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

Updated: Jul 2025

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

Retirement plan financial checkup - You are here.

This retirement education brochure, for 401(k), 403(b) and SIMPLE IRA plans, can be used to help give participants an idea of whet... Details

Updated: Nov 2025

RP enrollment meeting support - Educational website guide

Use this guide to lead an enrollment meeting using your client’s educational website. Details

Updated: Sep 2024

Not available to order

SIMPLE IRA Retirement Plan Understand the Long-Term Impact of Early Withdrawals

This brochure can be used to educate SIMPLE IRA plan participants on the drawbacks of taking early withdrawals. Details

Updated: Dec 2025

SIMPLE IRA - Take advantage of your employer’s contributions (Trifold brochure - English)

This brochure educates SIMPLE IRA plan participants on the benefits of employer contributions and en... Details

Updated: Jul 2025

“Small steps can take you far.” Enrollment guide (for non-deferral Plans)

Help money purchase and profit-sharing plan participants learn about the benefits of their plan and choose their investments. This... Details

Updated: Sep 2025

Not available to order

Spanish version - “Small steps can take you far.” Enrollment guide (for non-deferral Plans)

Help money purchase and profit-sharing plan participants learn about the benefits of their plan and ... Details

Updated: Sep 2025

Not available to order

Take advantage of Spanish-language resources to help employees invest for retirement

This single sheet lists the resources available in Spanish for Capital Group retirement plans, inclu... Details

Updated: Dec 2025

Not available to order

The value of saving over time (Trifold brochure - Spanish)

This brochure educates employees who are not currently participating in their employer’s retirement plan on the benefits of enroll... Details

Updated: Jul 2025

Why should plans pay 401(k) expenses with company assets?

Plan sponsors who pay 401(k) expenses with company assets may receive tax benefits and reduce litigation risk, while participants ... Details

Updated: Mar 2026

Your guide to municipal bond investing

Guide to municipal bond investing, covering market evolution, Capital Group’s distinctive investment process, the American Funds flagship muni bond fund’s detailed results over time, and other items of interest to invest... Details

Updated: Apr 2026

Your security is our priority

Learn about the comprehensive cybersecurity measures that Capital Group Retirement Plan Services follows to align with DOL guidelines. Details

Updated: Jun 2026

Not available to order

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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.