Hi [First Name],


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Plans today are seeking guaranteed income options more than ever before. In fact, 97% of participants would view their employer favorably if they added investment options to help generate retirement income.1 

 

I'm eager to schedule a meeting with you to introduce a great investment opportunity that can significantly boost your participants’ confidence and financial security in retirement.


This new target date series allows your employees to maintain the same benefits of their current target date fund, with the bonus of lifetime income. The solution offers:

  1. A hands-free approach – Participants never need to make investment-level decisions or answer income-related questions.

  2. Protects from market volatility – In participants’ prime earning years, a “lock-in” feature helps protect future income against market volatility that could impact their expected retirement income.

  3. Provides a paycheck for life – At the target date, the investment generates 6% income annually. Even if the account value depletes, participants will continue to receive 4.5% annually for the rest of their lives.2

This investment can also benefit you by enhancing recruitment, retention, and mitigation of fiduciary risk. Let’s find time in the next couple of weeks to discuss how this solution can be a true differentiator for you as an employer.


I look forward to connecting with you soon.


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1Invesco 2022 Defined Contribution Research Study.

2Some funds set a fixed guarantee at the time of fund creation. Others have a targeted guarantee set at fund creation, but the actual guarantee is not determined until shortly before income payments begin and is based on fund performance. For the latter, 6% and 4.5% are targeted percentages and there is no assurance that the funds will be able to make payments that meet either targeted percentage. Actual percentages may vary. See disclosures below for information on the risks of investment and sources referencing how income is set.