Browsing Tag
Invesco
25 posts
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
Download the 2022 Shifting DC Times
Our defined contribution publication provides thought-provoking insights and innovative ideas you can turn into action.
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
It’s hard to predict whether any ‘Retirement 2.0’ legislation could end up making it to President Trump’s desk this year.
Say What? Disconnect Between What 401(k) Sponsors Say, Participants Hear
Risk means different things to different people and describing 401(k) matching contributions as “free money” may help drive…