DC Matters

DC Matters magazine addresses the topics and challenges faced by plan sponsors, providing information on investment strategies, economic and policy outlooks, approaches for how best to communicate retirement savings programs to employees and more.

City of LA's Deferred Compensation Program

Executive Director, Steven Montagna, discusses the program's initiatives to boost employee engagement and promote retirement income security.

The role of commodities

Examines the key benefits of commodities and how they may be implemented in a DC plan as part of a larger, diversified strategy.

Financial literacy in an auto features world

Research from College of William & Mary professor, Dr. Julie Agnew, explores the long-term consequences of disengaged and uninformed participants.

Securing our financial future

As a co-chair of a bipartisan commission, James B. Lockhart III discusses the group's recommendations to help boost savings and strengthen retirement security.

What we can learn from DC systems abroad

Explores the characteristics of Australia's DC system and how it serves as a model for other DC systems to strive toward.

So you hired an ERISA 3(38) fiduciary... now what?

Highlights why more plan sponsors are engaging advisors in a discretionary capacity and a framework to monitor outsourced investment managers..

Form 5500 gets a makeover

Highlights proposed revisions targeted for plan years beginning in 2019 that may impact DC plan sponsors.

Helping women save more

How can you customize messages in a way that's enlightening, not alienating, for your female participants? It's easier than you think.

Central banks continue to play a pivotal role in financial markets

John Greenwood offers his latest outlook and insights on the global economic landscape.

The opinions expressed are those of the authors, are based on current market conditions and are subject to change without notice. These opinions may differ from those of other Invesco Investment professionals. Invesco does not provide tax advice.

DC Matters magazine addresses the topics and challenges faced by plan sponsors, providing information on investment strategies, economic and policy outlooks, approaches for how best to communicate retirement savings programs to employees and more.

Ohio’s Deferred Compensation Program

Executive Director, Keith Overly, discusses the program’s innovative approach to educating and enrolling employees.

What we can learn from DC systems abroad

Take a closer look at UK’s DC system and what they’re doing to help drive better participant outcomes.

Money market reform

With reform on the horizon, many DC plans are weighing capital preservation options.

The New Retirementality

What will retirement look like? Incentivizing employees to save and plan for retirement should start with a vision.

Dear future self

Research from UCLA processor, Dr. Hal Hershfield, explores how a virtual glimpse of our future selves can help motivate us to save more for retirement.

Weighing the benefits and challenges of custom funds

When deciding whether to go with a custom or an off-the-shelf solution, there are several key elements to consider.

Legislative insights

Jon Vogler’s commentary highlights key areas of focus including the fiduciary rule, impact investing and retirement readiness.

Getting employees to read your benefits emails

From subject lines to time of day – strategies to get employees to open, read and understand your email communications.

Diverging economies may bring further volatility to the markets

John Greenwood offers his latest outlook and insights on the global economic landscape.

The opinions expressed are those of the authors, are based on current market conditions and are subject to change without notice. These opinions may differ from those of other Invesco Investment professionals. Invesco does not provide tax advice.

DC Matters is the official magazine of Invesco's Defined Contribution Institute. Designed to address the topics and challenges faced by plan sponsors, the publication provides information on investment strategies, economic and policy outlooks, approaches for how best to communicate retirement savings programs to employees and more.

The Language of Alternatives

When explaining complex alternative investments to participants, you must choose your words carefully.

The misuse of target date and target risk funds

Target date funds are intended to be “one stop” diversified portfolios, but many participants are not getting that message.

A fixed income perspective

Invesco Fixed Income offers their views on the key themes affecting the global bond markets as well as an outlook for the coming months.

Think active can’t outperform? Think again

Highlights from a recent Invesco study that examines the historical outperformance of active management.

Target date funds: A guide for prudent selection

What plan sponsors need to know about DOL guidance and various TDF models.

Retirement legislation on the horizon

Jon Vogler discusses several bills under consideration by Congress, including lifetime income disclosure, loans and electronic participant statements.

The 'new normal' continues – and threatens to spread

John Greenwood offers his latest economic outlook and insights on the global economic landscape.

The opinions expressed are those of the authors, are based on current market conditions and are subject to change without notice. These opinions may differ from those of other Invesco Investment professionals. Invesco does not provide tax advice.

DC Matters is the official magazine of Invesco's Defined Contribution Institute. Designed to address the topics and challenges faced by plan sponsors, the publication provides information on investment strategies, economic and policy outlooks, approaches for how best to communicate retirement savings programs to employees and more.

Unconstrained Fixed Income: A Changing Landscape in DC Plans

With plan sponsors reluctant to add more choices to the core menu, it may make more sense to offer broader fixed income exposure within a single option.

White Labeling: Is Simpler Better?

A way to streamline the core investment menu, add diversification and make it easier for participants to make investment decisions.

Communicating with Participants: Words to Use and Words to Lose

After five years of research, Invesco has learned the words to use and the words to lose in today's New Word Order.

Mindless Pitfalls: Don't Leave 401(k) Automatic Enrollment Plans Alone

Punam Anand Keller, PhD, Tuck School of Business at Dartmouth discusses barriers to automatic enrollment plans and the solutions to overcome them.

Staying Ahead of the Curve: Eight Hot Trends for DC Plan Sponsors

Jeffrey Snyder of Cammack Retirement Group highlights eight trends that plan sponsors, committee members and plan participants can expect in 2015.

Legislative Insights: Anticipated Developments in 2015

Jon Vogler discusses a range of potential regulatory and retirement legislation prospects related to fee disclosure, target date funds and more.

Global Economic Outlook: US sets the pace for growth in 2015

John Greenwood examines the global landscape and some key issues expected to impact markets around the world.

The opinions expressed are those of the authors, are based on current market conditions and are subject to change without notice. These opinions may differ from those of other Invesco Investment professionals. Invesco does not provide tax advice.