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Advisor-Only References

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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 (A-share for mutual funds mentioned) (A Share)

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

Updated: Sep 2026

Max: 50

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: Sep 2026

Max: 50

LPL Research Capital Group ETF Core model portfolios single sheet (Dealer Vrs - LPL)

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

Updated: Aug 2026

Max: 50

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Manually add a payroll - TRAC

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

Updated: Oct 2020

Not available to order

Meeting more needs with muni SMAs - Merrill (Dealer Vrs - ML) — Separately Managed Account

Overview of Capital Group’s municipal bond SMA offerings at Merrill, including a range of national a... Details

Updated: Mar 2026

Max: 50

Meeting more needs with muni SMAs – Morgan Stanley (Dealer Vrs - MS) — Separately Managed Account

Overview of Capital Group’s municipal bond SMA offerings at Morgan Stanley, including a range of nat... Details

Updated: Mar 2026

Max: 50

Meeting more needs with muni SMAs - UBS (Dealer Vrs - UBS) — Separately Managed Account

Overview of Capital Group’s municipal bond SMA offerings at UBS, including a range of national and s... Details

Updated: Mar 2026

Max: 25

A model portfolio for every investor (Dealer Vrs - RJ) — American Funds Model Portfolios

This single sheet features the American Funds model portfolios available to Raymond James registered... Details

Updated: May 2026

Max: 25

Model Portfolio Services Single Sheet

A single sheet that outlines the model portfolio services available to advisors in the model portfolio resource center. Details

Updated: Jul 2024

Max: 50

Morgan Stanley ETF Single sheet (Sept 2026) (Dealer Vrs - MS)

This single sheet displays Capital Group ETFs, the Morningstar categories in which they reside and the ETFs’ expense ratios. Details

Updated: Sep 2026

Municipal bond SMAs - A discerning approach to managing risk - Morgan Stanley version (Dealer Vrs - MS) — Separately Managed Account

Overview of Capital Group’s muni SMA offering - including a range of state-focused portfolios, custo... Details

Updated: Sep 2026

Max: 50

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
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Online Advisor’s Guide (OAG)

Find helpful resources for our funds, such as share class pricing and details. All the information in the Advisor’s Guide, formerly a PDF of consolidated monthly results, is available on our website... Details

Updated: Apr 2021

Not available to order

Online Group Investments website user guide

Help plan sponsors learn how to use the many time-saving tools available on the Online Group Investments website with this guide. Details

Updated: Oct 2025

Not available to order

PlanPremier-Bundled next steps document - Morgan Stanley (Dealer Vrs - MS PP Bundled)

This sheet can be filled out and submitted to begin onboarding for a PlanPremier-Bundled 401(k) plan... Details

Updated: Sep 2026

Not available to order

PlanPremier - Morgan Stanley fund menu (R-6 Share Dealer Vrs - MS)

This sheet provides the fund menu for PlanPremier 401(k) plans with Class R-6 shares using Morgan Stanley 3(38) fiduciary investme... Details

Updated: Jul 2024

Not available to order

PlanPremier notice delivery fact sheet (PP Bundled PPTPA)

This single sheet for plan sponsors and TPAs outlines notice delivery services available in PlanPremier, including the option to h... Details

Updated: Dec 2025

Not available to order

PlanPremier websites - A better online experience

See the online tools and features that PlanPremier® offers to help financial professionals and plan sponsors manage their plans, a... Details

Updated: Aug 2025

Not available to order

Practice Enhancements Resource Guide

This practice enhancements resources guide can help advisors and other financial professionals as they prepare to become fiduciaries. This guide gives a background on the new fiduciary environment and the impacts on thei... Details

Updated: Mar 2017
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