Invesco has introduced PlanForward Foundations, a set of three toolkits to help advisers grow their defined contribution business.
The toolkits, consisting of web and print materials, are: “Finding Your Place in the Defined Contribution Market,” “Generating Leads and Prospecting” and “Putting Fiduciary Responsibility in Action.”
“We’ve created a broad suite of tools specially tailored for investment advisers who provide services to plan sponsors by taking the best of the tools developed by Invesco and VanKampen,” said Terry Kelly, director of retirement sales. Invesco acquired VanKampen from Morgan Stanley in 2010 for $1.5 billion.
“For advisers new to the DC market, these tools and materials provide a foundation to better prepare them to compete for new business,” Kelly said. “Advisers experienced in the DC channel will find PlanForward Foundations useful for sharpening their skills, providing actionable ideas and tools and training for newer members of their teams.”