Browsing Tag
Invesco
18 posts
Employees Prefer In-Plan Retirement Income Features
The DC survey from Invesco underlines the idea that more participants want to be involved in their retirement investments
SEC Fines 11 More Firms for Recordkeeping Failures
Stifel and Invesco will each pay $35 million for “pervasive and longstanding use” related to failing to preserve employees’ off-channel communications
What’s Behind a Remarkable 25-Year Milestone for Invesco’s Kevin Holt
Join Kevin Holt as we discuss large cap mutual funds, value stocks and 401(k) diversity on this episode of 401(k) Specialist Podcast!
Adding Value: Shining a Spotlight on Large Cap Value Strategies
Download Invesco's thought leadership explaining key points plan sponsors consider to identify opportunities that may help improve participant outcomes
Exploring the Mid-Cap Market with Invesco’s Justin Livengood
Justin Livengood makes the argument for why mid-caps as an asset class belong in a properly diversified defined contribution plan investment menu, and explains why most 401(k) participants are probably not aware of just how overly exposed they are right now to just a handful of the biggest companies.
Why Advisors Need to Consider Value Equities in DC Plan Investment Menus Now: Invesco’s Kevin Holt
After underperforming growth for years, value equities finally had their time in the sun in 2022. While both value and growth stocks declined last year, growth stocks fell much further than value thanks in large part to rising interest rates.
Surprising Findings About Participant Retirement Income Perceptions: Invesco’s Greg Jenkins
Our friends at Invesco recently released a voluminous new study exploring 401k plan participant and plan sponsor preferences for generating…
Employees Crave More Help to Create Lifetime Income Strategies
Invesco DC study reveals majority feel alone in identifying best strategy and want more employer help in navigating the transition to retirement income
Is There a Mid-Cap Gap in Your DC Plan?
In this short Q&A, Invesco portfolio managers, Ronald Zibelli and Justin Livengood, discuss: Mid-cap equities can offer attractive…
Watch Your Language! Study Tests Impact of DC Participant Messaging
Words matter—especially when it comes to communicating with 401k plan participants, according to a new survey of large…