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SIMPLE IRA Plan Sponsor Cover Letter and Forms (DFI mailing 2026)

Annual mailing of the Summary Description and forms that plan sponsors must distribute to all eligible employees to satisfy IRS re... Details

Updated: Aug 2026

Max: 5

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SIMPLE IRA Plus Automatic Contribution Arrangement Notice

Sample notice for SIMPLE IRA Plus plans with an automatic contribution arrangement (ACA). If the plan includes an ACA, plan sponso... Details

Updated: Aug 2026

Not available to order

SIMPLE IRA Plus Change of Contact Information

SIMPLE IRA Plus plan sponsors can use this form to update or remove employer contacts. Details

Updated: Aug 2026

Not available to order

SIMPLE IRA Plus Employee Disclosures (for Eligible Employees)

These forms should be completed and distributed to eligible employees before each enrollment period. This package includes the F... Details

Updated: Aug 2026

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SIMPLE IRA Plus Employee Disclosures (for Existing Participants)

These forms should be completed and distributed to existing SIMPLE IRA Plus participants before each enrollment period. This pa... Details

Updated: Aug 2026

Not available to order

SIMPLE IRA Plus enrollment enhancements_Save time, help more employees enroll online

This single sheet highlights the benefits of the SIMPLE IRA Plus enrollment enhancements for plan sp... Details

Updated: Aug 2026

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SIMPLE IRA Plus Notification to Eligible Employees (4% matching or 3% nonelective employer contributions)

This version applies to SIMPLE IRA Plus plans that will make 4% matching or 3% nonelective employer ... Details

Updated: Aug 2026

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SIMPLE IRA Plus Plan Sponsor Guide

Employers can use this guide to establish or amend a SIMPLE IRA Plus plan. Details

Updated: Aug 2026

Max: 5

Strategy Spotlight - Capital Group International Vantage (F-2 Share) — American Funds International Vantage Fund

In this brochure, which is part of our strategy spotlight series, we take a look at the Capital Grou... Details

Updated: Aug 2026

Max: 111

Target Date Peer Analysis (R-3 Share) — American Funds Target Date Retirement Series

An overview of several metrics that are commonly used to quantitatively evaluate target date fund pr... Details

Updated: Aug 2026

Not available to order

Target Date Peer Analysis (R-6 Share) — American Funds Target Date Retirement Series

An overview of several metrics that are commonly used to quantitatively evaluate target date fund pr... Details

Updated: Aug 2026

Not available to order

Target Date Retirement Blend Strategy brochure — Capital Group Target Date Retirement Series

High-level piece intended to introduce design principles, highlight distinctive features and discuss... Details

Updated: Aug 2026

Max: 50

Texas Optional Retirement Program (ORP) Distribution Request

Participants can use this form to request a distribution or direct rollover from a Texas ORP 403(b) account. Details

Updated: Aug 2026

Not available to order

A unique market moment and the case for active judgment (Dealer Vrs - ML)

The level of concentration in many equity benchmarks has increased. Capital Group’s Chief Investment Officer outlines how we shoul... Details

Updated: Aug 2026

Max: 50

Unlock a world of possibilities

This brochure highlights the importance of saving for college and outlines American Funds' offerings. Details

Updated: Aug 2026
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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/or summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.

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