Many plan members often find their DC plans confusing and wish for clearer language to help them understand their options and make more informed decisions.

Our 2021 Defined Contribution Language Research offers insights and guidance into the impact language can have on plan members’ overall understanding of:

  • The plan’s investment menu
  • Professionally managed options within the menu
  • How best to communicate retirement income

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Mike Tuira
Mike Tuira, CFA
Vice President, Institutional Investments
Invesco Canada Institutional

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For Canadian institutional use only. This document is restricted to accredited investors as defined under National Instrument 45-106. No portion of this communication should be reproduced or redistributed.

This material is based on Invesco’s work with Maslansky + Partners. Invesco is not affiliated with Maslansky + Partners. This material is for illustrative, informational and educational purposes only. Words and phrases utilized should always be appropriate, applicable and provable. We make no guarantee that participation in this program or utilization of any of its content will result in increased business or higher participant rates.

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