GENERATE A REPORT Plan sponsor 408b-2 disclosure reports
This tool will generate a special plan disclosure regarding the services and fees associated with certain types of ERISA plans offered at Invesco.
Generate a report
Invesco offers a quick and easy way for ERISA plan sponsors to create, download, and print plan-specific 408b-2 and 404a-5 disclosure reports for prototype plans and non-prototype plans offered at Invesco. These reports include fund-specific information for your plan investment options in the Invesco funds. To generate a report, choose one of the following:
Questions about the regulations?
For more information, please contact our Client Services department at 1 (800) 959-4246 from 7:00 a.m. to 6:00 p.m. CST.
Department of Labor resources
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Understanding retirement plan fees and expenses (Opens in a new tab)
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Fact sheet: Final service provider disclosures under 408b-2 (Opens in a new tab)
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Final 404a-5 participant disclosure regulation (Opens in a new tab)
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Final 408b-2 service provider disclosure regulation (Opens in a new tab)
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404a-5 Q&A (Field assistance bulletin 2012-02R) (Opens in a new tab)
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401(k) fee disclosure tool (Opens in a new tab)
