Invesco NAPA 401(k) Summit Resource Library

Click the resources below to download the individual pieces created with you and your clients in mind.

Defined Contribution insights

Resources to support your plan and participant outcomes.

Talk Plan Act

Retirement planning requires foresight, commitment, and discipline to stay the course over a long distance. Identify a winning strategy that comprises three simple steps: Talk, Plan, Act.

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Managed accounts for participants and fiduciary issues

Fred Reish reviews Practical considerations and best practices for managed accounts.
Mind the gap

DC plan sponsors and their advisors may want to reexamine their mid-cap offerings to help expand on the full potential the asset class offers.
ERISA Litigation Playbook

This actionable checklist can help advisors become more aware of emerging issues.
Stable Value and the current market landscape

Jennifer Gilmore, CFA, answers five frequent questions about what to expect from stable value in today’s investment climate and what to look for in strategy selection.

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Redefined Contribution Plan research series

For over 30 years, Invesco has partnered with DC plan advisors to help optimize participant outcomes.

2022 Show Me the Income

2022 Show Me the Income

Invesco’s 2022 defined contribution research explores plan sponsor and participant preferences for creating retirement income.

Additional Resources

A leading DC asset manager for stable value, active international equity, active domestic equity and real estate.

Next steps

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FOR INSTITUTIONAL INVESTOR USE ONLY- NOT FOR USE WITH THE PUBLIC

Invesco is not affiliated with Fred Reish.