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Product Literature

Literature (includes IRA, SEP, and Simple IRA Kits)
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Traditional/Roth IRA Kit Traditional/Roth IRA Kit
Application used to establish a Columbia Management Traditional IRA or Roth IRA. (Must be accompanied or preceded by a current prospectus for the appropriate mutual fund(s), and the custodial account and disclosure statement.)
View and print (PDF 1240k) 
Not available to order online.
SEP IRA Kit - Employee SEP IRA Kit - Employee
The employee guide to enrolling and investing in a SEP IRA plan.
View and print (PDF 388k) 
Not available to order online.
SEP IRA Kit - Employer SEP IRA Kit - Employer
Explains SEP IRA plan basics and includes a step-by-step guide and all the forms a self-employed or small business employer needs to establish an account.
View and print (PDF 299k) 
Not available to order online.
SIMPLE IRA Kit - Employee SIMPLE IRA Kit - Employee
Eligible employees can use this enrollment guide and application to establish a SIMPLE IRA.
View and print (PDF 413k) 
Not available to order online.
SIMPLEIRA Kit - Employer SIMPLEIRA Kit - Employer
Explains SIMPLE IRA plan basics and includes all the forms and applications an employer needs to establish an account.
View and print (PDF 300k) 
Not available to order online.
Prototype Retirement Plan Fees Prototype Retirement Plan Fees
A snapshot of retirement plan fees.
View and print (PDF 92k) 

Maximum of
5 copies
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© 2010 Columbia Management Investment Advisers, LLC. All rights reserved.

On April 30, 2010, Ameriprise Financial, Inc., the parent company of RiverSource Investments, LLC, acquired the long-term asset management business of Columbia Management Group, LLC, including certain of its affiliates, which were, prior to this acquisition, part of Bank of America. In connection with the acquisition of the long-term assets, certain clients of Columbia Management Advisors, LLC (including the Columbia Funds) have a new investment adviser, RiverSource Investments, LLC, which is now known as Columbia Management Investment Advisers, LLC. On the same date, Ameriprise Financial also acquired Columbia Wanger Asset Management, LLC (CWAM). CWAM will continue as the investment adviser for Columbia Acorn and Wanger Funds and no changes are anticipated in the existing investment management team. For those clients that use the services of a subadviser, those arrangements are continuing unless notified otherwise. RiverSource Fund Distributors, Inc., now known as Columbia Management Investment Distributors, Inc., member FINRA, will act as the principal distributor of the Columbia, Wanger, Columbia Acorn, RiverSource, Seligman and Threadneedle branded funds. RiverSource Service Corporation, now known as Columbia Management Investment Services Corp., is the transfer agent for the Funds.

NOT FDIC INSURED.No Bank Guarantee.May Lose Value