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Retirement Planning

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American Funds Tax-Exempt Preservation Portfolio - Summary Prospectus

The summary prospectus provides key fund information, including the retirement plan share classes, and may be used in lieu of deli... Details

Updated: Jan 2024

American High-Income Trust Summary Prospectus

The summary prospectus provides key fund information, including the retirement plan share classes, and may be used in lieu of deli... Details

Updated: Dec 2023

American Mutual Fund - Summary Prospectus

The summary prospectus provides key fund information, including the retirement plan share classes, and may be used in lieu of deli... Details

Updated: Jan 2024

Annual report for the year ended October 31, 2023 — American Funds Target Date Retirement Series

Yearly report of fund’s financial condition that must be distributed to shareholders under SEC regul... Details

Updated: Dec 2023

Application for Direct Rollover to a New American Funds IRA

A RecordkeeperDirect participant who is no longer employed with the company/organization sponsoring their retirement plan can use ... Details

Updated: Jan 2024

Not available to order

Automatic Investment Plan Request

Form used to set up recurring investments of a specified dollar amount. Details

Updated: Aug 2021

Not available to order

Availability of American Funds in DC Recordkeeping Platforms

Availability of the American Funds in DC Recordkeeping Platforms one pager identifies recordkeepers who offer access to American ... Details

Updated: May 2023

Max: 25

Availability of American Funds in DC Recordkeeping Platforms (NMIS) (Dealer Vrs - NMIS)

Availability of the American Funds in DC Recordkeeping Platforms one pager identifies recordkeepers... Details

Updated: May 2023

Max: 25

Basic Plan Document - PPA

PPA Basic Plan Document. Part of the 2016 basic plan restatement mailing sent in 2015 along with the MPP/PSP Adoption Agreements, Summary Plan Description and cover letter. Details

Updated: Apr 2015

Not available to order

Beneficiary Change — Basic Plans (MPP/PSP)

Change or designate a beneficiary for a money purchase or profit-sharing plan account. Details

Updated: Feb 2021

Not available to order

Beneficiary Claim Information

This brochure can be provided to IRA and retirement plan account beneficiaries during the claims process. It discusses account options and distribution rules. If the account owner passed away prior to 1/1/2020 (for IRAs and non-governmental plans) or prior to 1/1/2022 (for governmental plans), refer to the Understand your alternatives during this time of change... Details

Updated: Mar 2023

Not available to order

Beneficiary Declaration and Indemnification

Each beneficiary of a deceased CB&T account owner must submit this form if the account owner did not provide the names of the ... Details

Updated: Apr 2023

Not available to order

Bond Fund of America Summary Prospectus

The summary prospectus provides key fund information, including the retirement plan share classes, and may be used in lieu of delivering a full statutory prospectus, even when giving clients sales literature that must be... Details

Updated: Mar 2024

Building a sustainable retirement income plan (F-2 Share)

Advisors can use this single sheet to explain the importance of equity exposure and investment selection in building a sustainable... Details

Updated: Mar 2023

Building a sustainable retirement income plan (A Share)

Advisors can use this single sheet to explain the importance of equity exposure and investment selection in building a sustainable... Details

Updated: Mar 2023

Built on a strong foundation - A closer look at our active underlying funds (R-6 Share) — American Funds Target Date Retirement Series

Capital Group explores the actively managed funds underlying the American Funds Target Date Retireme... Details

Updated: Feb 2024

Not available to order

Can I compete with confidence in today’s market? I can. (Generic) (PP Bundled PPTPA RKD)

This brochure is intended to serve as an all-in-one look at the 401(k) retirement plan services offe... Details

Updated: Aug 2023

Capital Income Builder - Summary Prospectus

The summary prospectus provides key fund information, including the retirement plan share classes, and may be used in lieu of deli... Details

Updated: Jan 2024

Capital World Bond Fund Summary Prospectus

The summary prospectus provides key fund information, including the retirement plan share classes, and may be used in lieu of deli... Details

Updated: Mar 2024

Certificate of Incumbency

Form used by American Funds Service Company to verify the name(s) of trustee(s) authorized to act on an individual trust or a retirement account where Capital Bank and Trust is not the custodian. Details

Updated: Aug 2021

Not available to order

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Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.

All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.

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American Funds Distributors, Inc., member FINRA.

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.