The Business of Retirement

  • Participant engagement: Research and resources for DC plan advisors

    Engaging participants: Research and resources for DC plan advisors

    Replay coming soon

  • Top funds for defined contribution plans

    Top funds for defined contribution plans

    Take a deeper dive into the top funds for DC plans

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  • Active Passive

    Why invest in average? Five truths about benchmark investing

    CE webcast replay now available

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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.

Send the right message

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.

Using LinkedIn

Find, connect and join the discussion.

Using Twitter

Invite, follow and tweet your clients.

Using Facebook

Search, ask and post on behalf of your 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.

Boardroom presenting

Little-known skills and strategies designed for winning high-stakes presentations in the unique and challenging boardroom setting.

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Boardroom personalities

Strive to create better connections and fewer clashes in the boardroom by understanding how to present to the four diverse personality styles.

Tell me more

Create interest in your services and strategies by replacing the outdated elevator speech with Hollywood's most powerful sales tool.

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You can't get referrals if you don't ask. But asking is damaging to client relationships — enter "Preferrals."

New word order

Seeking to help advisors better connect with skeptical investors using the largest study ever done on the language of financial services.

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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.

Manage and grow your business

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.

401(k) fee benchmarking tool

Compare the fees that plan sponsors are paying for various 401(k)-related services, like recordkeeping, investments and trustee services.

Benchmarking tools for advisors

Invesco PlanForward Foundations can help you develop a comprehensive strategic plan for success in the retirement market.

DC PlanAnalyzer

The Invesco DC PlanAnalyzer provides interact retirement plan benchmarking data and analysis – all on your desktop.

DC PlanAnalyzer for the iPad

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.

The SVAnalyzer - Evaluating stable value 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.

Invesco PlanForward

All the pieces for your retirement business.

Retirement forms

Download or email yourself a link to useful retirement forms.

Planning literature

Order, email or download various retirement planning materials.

Fee disclosure regulations

Access information and resources about plan sponsor and plan participant fee disclosure regulations.

72(t) calculator

Use this calculator to determine your allowable 72(t)/q) distribution and how it may be able to help fund your early retirement.

Required Minimum Distribution (RMD) calculator

Use this calculator to determine your Required Minimum Distributions.

Self-employed contribution calculator

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.

Simple IRA plan illustrator

The illustrator allows financial advisors to enter census data for a company and produce client illustrations.

DC Matters magazine

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.

Relationship guide

An in-depth guide to the resources, tools and funds Invesco offers to help you with your Business of Retirement.

DC Summit newsletter

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.

Small business retirement plans

Overviews on small business retirement plans including SEP IRA, SIMPLE IRA and SOLO 401(k) plans.

Compare small business plans

Compare plan features and contribution limits for business retirement plans.

Individual retirement plans

Overviews on individual retirement plans including traditional IRA, Roth IRA and Rollover IRA plans.

Compare individual retirement plans

Compare plan features and contribution limits for individual retirement plans.

Educate for success

Access numerous educational pieces to help your clients understand basic to advanced investment topics.

Participant Education

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
  • Presentations

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.

Advisor brochure
Advisor brochure

A guide for advisors focusing on how to follow the prudent selection process with plan sponsors.

Plan sponsor brochure
Plan sponsor brochure

Use this brochure to walk through prudent selection with plan sponsors.

DC Matters article reprint
DC Matters article reprint

Complete reprint version of Target date funds: A guide for prudent selection from DC Matters fall/winter 2015 edition.

Sample checklist
Sample checklist

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.

View blog

Read market insights and commentary from our experienced investment professionals. Insights on topics include:

  • Retirement
  • Investments
  • Market & Economic

View insights

Invesco offers live, informative sessions that will provide the CE credit you need and send proof of your earned credit to accrediting organizations.

View continuing education