GENERATE A REPORT Plan sponsor 408b-2 disclosure reports
This tool will generate a special plan disclosure regarding the services and fees associated with certain types of ERISA plans offered at Invesco.
Plan sponsor and plan participant fee disclosure regulations
The US Department of Labor regulations that prescribe both plan sponsor disclosures (also known as 408b-2 regulations) and plan participant disclosures (also known as 404a-5 regulations) provide a framework for disclosing the fees and expenses applicable to many types of retirement plans.
Generate A Report
Invesco offers a quick and easy way for ERISA plan sponsors to create, download, and print plan-specific 408b-2 and 404a-5 disclosure reports for prototype plans and non-prototype plans offered at Invesco. These reports include fund-specific information for your plan investment options in the Invesco funds and Invesco Oppenheimer funds.
To generate a report, choose one of the following:
Questions about the regulations?
For more information, please contact our Client Services department at 1 (800) 959-4246 from 7:00 a.m. to 6:00 p.m. CST.
