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Advisor-Only References

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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 2024

Not available to order

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Fixed Income — The Bond Fund of America: A Bond Fund That Has Acted Like a Bond Fund Should.

A single sheet highlighting BFA’s ability to diversify against equity volatility using the fou... Details

Updated: Jun 2017
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Fixed Income — Research Can Beat Replication in Core Bond Funds

This single sheet highlights how The Bond Fund of America¿s approach has advantages over passive strategies. Details

Updated: Jun 2017

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 2024

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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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

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