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Advisor-Only References

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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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1Q-2026 Quarterly Statistical Update (R-6 Share)

Provides one-, five-, 10-year and lifetime annualized returns. Details

Updated: Apr 2026

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

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

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

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

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 (PP Bundled)

This sheet can be filled out and submitted to begin onboarding for a PlanPremier-Bundled 401(k) plan using Morgan Stanley 3(38) fi... Details

Updated: Oct 2024

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

RecordkeeperDirect notice delivery fact sheet (RKD)

This single sheet introduces plan sponsors and TPAs to the notice delivery feature available in RecordkeeperDirect. Details

Updated: Dec 2025

Not available to order

RecordkeeperDirect plan sponsor reports sheet (RKD)

This document gives an overview of the RecordkeeperDirect plan sponsor reports available online. Financial professionals and TPAs ... Details

Updated: Oct 2025

Not available to order

Retirement plan prospect interview worksheet

This worksheet can help financial professionals collect the information they need from a takeover or startup retirement plan prosp... Details

Updated: Jun 2025

Superstars prepare for their careers, not just one race

Fact sheet discussing the benefits of taking a long-term approach with equity funds. Details

Updated: Jun 2025

Not available to order

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