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.
To generate a report, choose one of the following:
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.
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Invesco does not provide tax advice. The tax information contained herein is general and is not exhaustive by nature. It was not intended or written to be used, and it cannot be used by any taxpayer, for the purpose of avoiding penalties that may be imposed on the taxpayer under US federal tax laws. Federal and state tax laws are complex and change frequently. You should always consult your own legal or tax adviser for information concerning your individual situation.
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