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Literature & Forms

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Planning for the Future

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Showing 1 - 10 of 14 Results	[1] 2 Next>>

	Item	Quantity	Order
	PlanForward Managing Fiduciary Responsibility: Fiduciary Checklist (PDF 163K) Lists important steps to help plan sponsors reduce their fiduciary liability PFFID-WKS-1 \| Updated on: 09/09 \| Email PDF
	PlanForward Managing Fiduciary Responsibility: Objectives and Benchmarks Flyer (PDF 139K) Provides examples of investment objectives and benchmarks that might be included in an IPS PFFID-FLY-5 \| Updated on: 10/09 \| Email PDF
	PlanForward Managing Fiduciary Responsibility: Participant Notification Letter (PDF 135K) Offers suggested content that plan sponsors can use to develop a notification letter PFFID-FLY-4 \| Updated on: 09/09 \| Email PDF
	PlanForward Managing Fiduciary Responsibility: Plan Sponsor Guide (PDF 1321K) Provides plan sponsors with an overview of issues involved in managing fiduciary responsibility PFFID-IVG-1 \| Updated on: 09/09 \| Email PDF
	PlanForward Managing Fiduciary Responsibility:Sample Investment Policy Statement (PDF 143K) Suggests content to help plan sponsor clients develop an IPS for their retirement plans PFFID-BRO-3 \| Updated on: 09/09 \| Email PDF
	PlanForward Retirement Plan Fees and Expenses: Department of Labor Brochure (PDF 161K) Department of Labor booklet discusses retirement plan fees and expenses PFFEE-BRO-4 \| Updated on: 10/07 \| Email PDF
	PlanForward Retirement Plan Fees and Expenses: ICI Report (PDF 334K) Explains fees and expenses associated with providing 401(k) plans PFFEE-BRO-2 \| Updated on: 10/09 \| Email PDF
	PlanForward: Automatic Enrollment Brochure (PDF 195K) Explains how the Pension Protection Act of 2006 makes it easier for plan sponsors to implement automatic enrollment features PF-BRO-2 \| Updated on: 12/09 \| Email PDF
	PlanForward: Washington Update Newsletter (PDF 132K) Provides timely expert discussion and analysis of current and pending legislation, litigation and regulatory changes affecting retirement plans. PF-NLR-5 \| Updated on: 11/09 \| Email PDF
	PlanForward: Washington Update Newsletter (PDF 192K) Discusses recent legislative changes that affect both defined contribution and defined benefit plans, including the Worker, Retiree and Employer Recovery Act of 2008 PF-NLR-4 \| Updated on: 02/09 \| Email PDF

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NOT FDIC INSURED

MAY LOSE VALUE

NO BANK GUARANTEE

Consider the investment objectives, risks, and charges and expenses carefully. For this and other information about AIM funds, please obtain a prospectus from your financial adviser and read it carefully before investing.

All data provided by Invesco unless otherwise noted.

Invesco Aim Distributors, Inc. 05/2008