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.

United Technologies Corporation

Senior Director, Kevin Hanney discusses UTC's pursuit to further refine and improve their plan's features, communications and lifetime income.

Setting the Stage: White label approaches

A look at different approaches to "white labeling" and communicating with participants.

How distorted mortality beliefs impact savings behavior

Individuals hold distorted views of low-probability events like "shark attacks." Yet, visions of mortality have important economic consequences.

Will robos invade your DC plan?

There may be potential benefits for DC plans to adopt digital technology — the key is to determine the right balance between robo efficiency and human expertise.

Is your fixed income under-diversified?

The global bond market is twice as big as the global stock market. Opportunities for income and return can be missed if bond offerings are limited.

Is the Trump 'refraction trade' losing momentum?

Invesco's Chief Economist, John Greenwood discusses his global economic outlook and its impact on global markets.

The numbers won't speak for themselves

When communicating plan fees to participants, disclosure statements may not be enough.

The time may be near for comprehensive US tax reform

The House wants to have a revenue-neutral plan, which could potentially affect retirement savings incentives.

Which methodology is best for your plan?

Earle W.Allen from the Cammack Retirement Group discusses three commonly used approaches to allocating plan fees.

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.

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.