Invesco Unveils PlanForward Project

March 28, 2011 ( – Invesco has rolled out PlanForward Foundations, a series of three toolkits designed to help financial advisers grow their defined contribution (DC) business with plan sponsors.

A news release said the program combines both Van Kampen’s Targets program and Invesco’s PlanForward. 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 and tools cover a variety of details specific to the DC market and selling and servicing DC plans.

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

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