is launching a new marketing program for financial advisors to learn about and develop a business strategy for the 401(k) marketplace. AIM PlanForward Module 6 – Understanding Retirement Plan Fees and Expenses
will help financial advisors communicate and demonstrate their value to plan sponsors.
AIM Investments announced today the launch of AIM PlanForward Module 6 – Understanding Retirement Plan Fees and Expenses, a marketing program that provides a product-neutral approach for financial advisors to learn about and develop a business strategy for the 401(k) marketplace.
Understanding Retirement Plan Fees and Expenses will help advisors:
* Understand and discuss fees and expenses associated with retirement plans
* Assist plan sponsors with evaluating plan fees and expenses
* Assist in establishing and providing an objective process to monitor plan fees and expenses
* Assist plan sponsors with managing the plan’s investment options with a thorough review as detailed in the investment policy statement
* Consistently review expenses for services and the investment options
* Educate sponsors and participants so they can make informed decisions
"The sixth module in our PlanForward series offers multiple tools and resources to help retirement plan financial advisors better understand plan fees and expenses, a compelling attribute given recent regulatory developments," said Terry Kelly, National Sales Manager-Retirement Division of A I M Distributors, Inc.
AIM developed the PlanForward program to help financial advisors communicate and demonstrate their value to plan sponsors. The first five modules cover some of the more important topics in the retirement marketplace, including managing fiduciary liability, educating participants, conducting plan reviews, educating newer financial advisors about the retirement market and helping advisors move upmarket.
About AIM Investments
AIM Investments is dedicated to building solutions for its clients with exceptional products and services through multiple investment management styles and a broad range of investment portfolios – mutual funds, exchange-traded funds, retirement products, separately managed accounts for high-net-worth and institutional investors, annuities, cash management, college savings plans and offshore products. For more information, visit www.aiminvestments.com.
AIM Investments is a registered service mark of A I M Management Group Inc. A I M Advisors, Inc., A I M Capital Management, Inc., AIM Private Asset Management, Inc., PowerShares Capital Management LLC are the investment advisors for the products and services represented by AIM Investments; they each provide investment advisory services to individual and institutional clients and do not sell securities. Invesco Institutional (N.A.), Inc., Invesco Senior Secured Management, Inc., Invesco Global Asset Management (N.A.), Inc., AIM Funds Management Inc., Invesco Asset Management (Japan) Limited and Invesco Hong Kong Limited are affiliated investment advisors that serve as the subadvisor for some of the products and services represented by AIM Investments. A I M Distributors, Inc. is the distributor for the retail mutual funds represented by AIM Investments and the exchange-traded funds managed by PowerShares Capital Management LLC. Fund Management Company is the distributor for the domestic (U.S.) institutional money market funds. All of these entities are indirect wholly owned subsidiaries of Invesco Ltd.
Invesco is a leading independent global investment management company, dedicated to helping people worldwide build their financial security. By delivering the combined power of our distinctive worldwide investment management capabilities, including AIM, Atlantic Trust, Invesco, Perpetual, PowerShares, Trimark, and WL Ross, Invesco provides a comprehensive array of enduring investment solutions for retail, institutional and high net worth clients around the world. Operating in 20 countries, the company is listed on the New York Stock Exchange under the symbol IVZ. Additional information is available at www.invesco.com.
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Consider the investment objectives, risks, and charges and expenses carefully before investing. For this and other important information about any AIM fund, please obtain a prospectus from your financial advisor and read it carefully before investing.
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