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Advisor-Only References

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Featured

One fund. Many benefits. – AFTD participant brochure — American Funds Target Date Retirement Series

Helps plan-eligible employees better understand the importance of participation in employer retireme... Details

Updated: May 2026

A retirement plan could be big for your small business

Prospecting brochure that financial professionals can use to help small-business owners understand which type of retirement plan m... Details

Updated: Jul 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

American Funds solutions for Edward Jones - Large-cap funds (Dealer Vrs - EJ)

The equity-focused funds from American Funds, by Capital Group, within the large-cap sleeve of Edward Jones’ IPC guidelines vary w... Details

Updated: May 2026

Annual N-CSR for the year ended December 31, 2025 (AFIS)

The annual N-CSR contains the financial statements and financial highlights, including the schedule of investments for the fiscal ... Details

Updated: Feb 2026

Max: 10

Capital Group Elite Engagement - Where your best people meet our best thinking

Brochure describing the Elite Engagement practice management program, which allows advisors to partner with Capital Group experts ... Details

Updated: Dec 2023

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

Common holdings in our funds

Quarterly common holdings comparison sheet illustrates common holdings and diversification in equity holdings, while also addressing other factors that should be considered when building a portfolio. Details

Updated: Jun 2026

Max: 25

Comprehensive support for elite RIA firms – SRM Sales sheet

Overview of the comprehensive support provided to elite RIA partner firms, including strategies and resources in the following are... Details

Updated: Jul 2024

Max: 50

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

Early IRA distribution single sheet

A one-sheet reference designed to help advisors explain 72(t) payments to clients who want or need to withdraw money from their IRA(s) before age 59 and avoid an early withdrawal penalty. Details

Updated: Mar 2026

Not available to order

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Elite Engagement Workbook

This workbook provides a valuable tool for financial advisors who participate in American Funds¿ Elite Engagement workshops. Focusing on the key attributes of Credibility, Consistency, Connection and Intent, the book ch... Details

Updated: May 2017

Not available to order

Enrollment meeting checklist - Make your enrollment meeting a success

Use this retirement plan enrollment meeting checklist to prepare for a successful meeting that can help generate higher enrollment... Details

Updated: Feb 2026

Not available to order

Establishing contact with prospective retirement plan clients

This single sheet describes the four most common reasons why plan sponsors switch retirement plans or providers and explains how t... Details

Updated: Sep 2025

Event ideas for financial advisors

Prospecting and client appreciation event ideas for financial advisors. Buckets ideas into themes and client segments. Provides details about how each event should be executed and how it might link to financial advice. Details

Updated: Mar 2026

Find the 401(k) that fits you and your employees — Morgan Stanley (Dealer Vrs - MS PP Bundled PPTPA)

This fact sheet is for Morgan Stanley financial professionals to provide plan sponsors with informat... Details

Updated: Jul 2026

Not available to order

Fund information matrix – American Funds Portfolio Series — American Funds Portfolio Series

Lists information alphabetically about each fund and share class, such as the fund number, Quotron s... Details

Updated: May 2026

Max: 25

Get started with your retirement plan — Morgan Stanley (Dealer Vrs - MS PP Bundled PPTPA)

This fact sheet is for Morgan Stanley financial professionals to educate plan participants getting s... Details

Updated: Jul 2026

Not available to order

Import a payroll - TRAC

Resource that helps a plan sponsor import a payroll on the plan sponsor website. Details

Updated: Oct 2020

Not available to order

In state or out of state? 529 college savings plan tax guide

This piece is designed to help all types of advisors, including RIAs, determine whether investing in an in-state 529 savings plan ... Details

Updated: Jun 2025

International equity strategy guide (F-2 share for mutual funds mentioned) (F-2 Share)

This piece functions as a menu of offerings for clients interested in international equity strategie... Details

Updated: Jun 2026

Max: 50

LPL Research Capital Group ETF Core model portfolios single sheet

This single sheet displays the LPL Research Capital Group ETF Core model portfolios asset allocations. Details

Updated: May 2025

Max: 50

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