WEBCASTS

Innovating to Address the Unarticulated Needs of Participants

Innovating to Address the Unarticulated Needs of Participants

As participants age, their financial needs and contexts evolve. While early-career participants may be treated as a more homogenous group, late-career participants’ situations become more unique and more complex. However, many participants are not aware of exactly what their changing retirement planning needs are. In the spirit of seeking better outcomes, we ought to consider how to meet these often unarticulated needs. That’s what innovation is all about.

Why invest in average? Five truths about benchmark investing

Why invest in average? Five truths about benchmark investing

Need ideas to help educate plan sponsors on blending active and passive investments in their DC plan? This webcast highlights five simplistic conclusions — or “investment myths” — about passive, broad-market, cap-weighted benchmark strategies to help you discuss active and passive investing with plan sponsors. At Invesco, we believe that a wide variety of strategies can play a role in a well-constructed, high-conviction retirement plan, but it’s important to base investment decisions on facts, not myths.

Target Date Funds: A Monitoring Roadmap

Target Date Funds: A Monitoring Roadmap

CE Credit Webcast: Target-date funds (TDFs) continue to be the qualified default investment alternative (QDIA) of choice for most retirement plans, and many plans have kept the same fund suite in place since the QDIA regulation was adopted. However, the nature of target-date fund construction means that the ongoing evaluation of such funds is difficult. As Advisers try to build scale and efficiencies in their practices, they need tools and support to navigate the complexities of a target date funds monitoring process.