2466793
Sources for all data, unless indicated, include virtual member focus groups (May-June 2021 and December 2021-January 2022); online member survey of more than 1,000 employees of large US companies (September-October 2021); survey of 100 large US plan sponsors (November-December 2021); and in-depth interviews with 18 plan sponsors and consultants (March 2021 and March-April 2022). Percentages may not add up to 100 due to rounding.
This material is based on Invesco’s work with Greenwald Research. Invesco is not affiliated with Greenwald Research.
This material is for illustrative, informational and educational purposes only.
Annuities can be purchased within or outside of qualified retirement plans and traditional IRAs. Annuity benefits and features vary, so an investor should carefully consider whether this product is right for them. Some benefits may incur additional costs. Any guarantee associated with an annuity is subject to the claims-paying ability of the issuing life insurance company. Invesco does not offer Insurance products.
This document was prepared for US investors and may contain information that may be materially different for Canadian investors. These differences may affect suitability for Canadian investors, and these materials should not be relied upon by Canadians in making any investment decisions. This material is provided to you for informational purposes only and may not be distributed or shared with others. The information provided is general in nature and may not be relied upon nor considered to be the rendering of tax, legal, accounting or professional advice. Readers should consult with their own accountants, lawyers and/or other professionals for advice on their specific circumstances before taking any action. All figures in USD unless otherwise stated.