The Business of Retirement
What we do
The focus of the Invesco retirement plan consultant sales team is simple. We understand and help top DC advisors, consultants, RIAs and platform partners with their business – The Business of Retirement.
Why do top advisors work with Invesco? Because our goal is to help them:
- Acquire new clients
- Maintain their book of business
- Expand their business
This is done through four key areas. Click through the tabs below to see how Invesco can help.
- Your benchmarking
- Enhance your
- Advance your
Strengthen your client communication
Did you know?
- 92% of investors would likely add money with advisors who provide excellent investment performance and excellent communication.1
- Nearly half of the investors surveyed want to connect with their advisors on social media but cannot find them (or conclude their advisors are not on social media).2
- 33% of email recipients open emails based on subject line alone.3
Developing a strong digital strategy can potentially enhance your retirement business, so it's important to know how to effectively use social media and email.
In this webcast you will learn digital strategy and email best practices to help enhance your retirement business.
With Invesco's creative sales consulting programs, grounded in original research, you can enhance client communication by learning how to say things the way clients want to hear them.
If you have a great story to tell, then you need to know how to tell a great story.
Little-known skills and strategies designed for winning high-stakes presentations in the unique and challenging boardroom setting.
Strive to create better connections and fewer clashes in the boardroom by understanding how to present to the four diverse personality styles.
Create interest in your services and strategies by replacing the outdated elevator speech with Hollywood's most powerful sales tool.
You can't get referrals if you don't ask. But asking is damaging to client relationships — enter "Preferrals."
iPad is a trademark of Apple Inc., registered in the US and other countries. App Store is a service mark of Apple Inc.
1 Source: Prince & Associate, April 2013 Survey of 214 Affluent investors. Invesco Distributors, Inc. is not affiliated with Prince & Associates.
2 Source: "What do investors want from advisors on social media?" Finect, 232 respondents, March 2014.
3 Source: Convince & Convert 2008-2015
4 Source: Invesco Consulting programs are for illustrative, informational and educational purposes only. We make no guarantee that participation in these programs or utilization of any of their content will result in increased business. These programs do not constitute a recommendation of the suitability of any investment strategy for a particular investor.
The opinions expressed are those of the author and are subject to change without notice. These opinions may differ from those of other Invesco investment professionals.
Your strategic business resources
Invesco's extensive collection of retirement resources offers you multiple value-first features related to plan feature and fee benchmarking, evaluation of stable value funds and investment review, as well as convenient, easy-to-use calculators.
Identify and monitor defined contribution plan investments in the course of your due diligence process.
Compare the fees that plan sponsors are paying for various 401(k)-related services, like recordkeeping, investments and trustee services.
Invesco PlanForward Foundations can help you develop a comprehensive strategic plan for success in the retirement market.
The Invesco DC PlanAnalyzer provides interact retirement plan benchmarking data and analysis – all on your desktop.
Invesco's free DC PlanAnalyzer app allows financial professionals who work with DC plans to quickly benchmark specific plan criteria against data from PlanSponsor's annual DC Survey.
Zephyr output takes mutual fund analysis to the next level with comprehensive reporting to help you identify skillful fund managers.
There are several factors to consider when evaluating your plan's stable value options. To assist in the analysis, Invesco has created the SVAnalyzer, a tool that simplifies the comparison process across a range of stable value characteristics.
Use this calculator to determine your allowable 72(t)/q) distribution and how it may be able to help fund your early retirement.
Use this calculator to determine your Required Minimum Distributions.
Use the Individual 401(k) Contribution Comparison to estimate the potential contribution that can be made to an Individual 401(k) compared to Profit Sharing, SIMPLE, or SEP plan for 2014.
The illustrator allows financial advisors to enter census data for a company and produce client illustrations.
A semi-annual magazine that provides in-depth insight into defined contribution investment management legislative issues, industry trends, market updates and practice management issues which can be shared with your plan sponsors.
An in-depth guide to the resources, tools and funds Invesco offers to help you with your Business of Retirement.
A quarterly newsletter that provides insight into the business of retirement including practice management, investment opportunities, industry trends and other timely retirement plan business news.
Overviews on small business retirement plans including SEP IRA, SIMPLE IRA and SOLO 401(k) plans.
Compare plan features and contribution limits for business retirement plans.
Overviews on individual retirement plans including traditional IRA, Roth IRA and Rollover IRA plans.
Compare plan features and contribution limits for individual retirement plans.
Enhance your client education
Access numerous educational pieces to help your clients understand basic to advanced investment topics.
Helping educate employees can be difficult. Invesco wants to be sure you have the right materials on the right topics when you need them. Access a series of helpful materials that cover:
- Investment basics
- Building knowledge
- Investing - a deeper dive
Advance your knowledge
Educate yourself and strengthen relationships with current and prospective clients. Share our timely, informative insights and blog posts from investment professionals and thought leaders, including Invesco's retirement experts Thomas Rowley, Director of Retirement Business Strategy; Jon Vogler, Senior Analyst, Retirement Research; and Jeffrey Hemker, National Sales Manager, Retirement Division.
A guide for advisors focusing on how to follow the prudent selection process with plan sponsors.
Use this brochure to walk through prudent selection with plan sponsors.
Complete reprint version of Target date funds: A guide for prudent selection from DC Matters fall/winter 2015 edition.
Checklist example which can be used as a reference when completing your model selection process.
Invesco's Intentional Investing Forum Blog provides you access to an informative series of retirement blogs and much more. Interact with our retirement experts, portfolio managers, market strategists and economists.
Read market insights and commentary from our experienced investment professionals. Insights on topics include:
- Market & Economic
Retirement quick links
Wingmen at Invesco
Featuring 401(k) Cost Comparison
Get plan benchmarking data from PlanSponsor’s annual DC survey as well as 401(k) cost comparisons from 401ksource.com.
Available in two convenient ways!