Browsing Tag
Invesco
20 posts
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…
The State of Stable Value and its Evolving Role in Modern DC Plan Design
Representing approximately $844.3 billion in retirement assets, stable value strategies remain one of the largest allocations in defined contribution (DC) plans. Article presented by: Invesco
‘Retirement 2.0’ Legislation: What’s Next
Before the coronavirus pandemic hit, many retirement reform legislation champions in the U.S. House and Senate were openly…
Say What? Disconnect Between What 401k Sponsors Say, Participants Hear
Risk means different things to different people and describing matching contributions as “free money” may help drive higher…
Get to Know Stable Value Funds (Again)
2018’s strong and steady asset performance has given way to much higher volatility. It’s a change driven to…
2 Areas to Consider Before White Labeling 401(k) Funds
Following the long-awaited publication of the Department of Labor’s tips for target date fund fiduciaries in 2013, the…
Why Include ‘Factor-Based’ Investing in 401(k)s?
401k providers should look to factor-based products to meet investor demand and deliver a wider range of investment…
What 401(k) Advisors Need to Know About Capital Preservation Options
The Securities and Exchange Commission (SEC) has ratified changes to Rule 2a-7, overseeing money market funds, initiating a…
Top 10 ‘Toxic’ Phrases to Avoid When Discussing Alternative Investments With Clients: Invesco
It’s all about how you say it. A recent survey from Invesco shows that investors don’t react well…