Invesco Unveils PlanForward Project

Invesco has rolled out PlanForward Foundations, a series of toolkits designed to help financial advisers grow their defined contribution (DC) business.

The program combines Van Kampen’s Targets program (see “Van Kampen Jumps Into Target-Date Space“) and Invesco’s PlanForward (Van Kampen was acquired by Invesco in June 2010). The three toolkits in the sales and marketing system for advisers include “Finding Your Place in the Defined Contribution Market,” “Generating Leads and Prospecting,” and “Putting Fiduciary Responsibility in Action.” The print and Web-based materials cover a variety of topics  specific to the DC market.

Invesco will introduce PlanForward Foundations to its top recordkeeper and broker/dealer relationships over the coming weeks, as well as to advisers.

Invesco PlanForward Foundations focuses on 401(k) plans, since they represent about two-thirds of the DC market in the private sector and they are the fastest growing retirement market segment, Invesco said in the announcement.