AIM Investments(R) Launches New Retirement Planning Tool with AIM PlanForward Module 4
January 18 2006 - 10:32AM
Business Wire
AIM Investments announced today the launch of AIM PlanForward
Module 4 - Designing Effective Employee Education Programs, 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. Designing Effective Employee Education
Programs will help advisors: -- Evaluate education needs with the
Plan Sponsor Needs Assessment -- Select educational topics that
address plan objectives and limitations -- Create Educational and
Service Calendars and an Advisor Overview Calendar -- Complete a
checklist for each employee/education meeting -- Document all
education activities for the plan sponsor and for your records
"This fourth tool in our PlanForward series further enhances the
resources we make available to retirement plan financial advisors,"
said Terry Kelly, National Sales Manager-Retirement Division of A I
M Distributors, Inc. The PlanForward program was developed to help
financial advisors communicate and demonstrate their value to plan
sponsors. The first four modules touch on some of the more
important topics within the retirement marketplace (fiduciary
liability, participant education, conducting a plan review and
educating newer financial advisors on the retirement market). More
modules are scheduled to be distributed in 2006 to further support
AIM's commitment to financial advisors and the retirement
marketplace. About AIM Investments Houston-based AIM Investments
represents one of the nation's leading investment management
companies. It 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, retirement products, separately managed accounts for
high-net-worth and institutional investors, annuities, cash
management, college savings plans, and offshore products. Founded
in 1976, AIM Investments had $129 billion in assets under
management as of Sept. 30, 2005. For more information, visit
www.aiminvestments.com. AIM Investments is a service mark of A I M
Management Group Inc. A I M Advisors, Inc., A I M Capital
Management, Inc., and AIM Private Asset Management, Inc., are the
investment advisors for the products and services represented by
AIM Investments. A I M Distributors, Inc. is the distributor for
the retail mutual funds and Fund Management Company is the
distributor for the institutional money market funds represented by
AIM Investments. About AMVESCAP A I M Management Group Inc. is a
subsidiary of AMVESCAP PLC, a leading independent global investment
manager, dedicated to helping people worldwide build their
financial security. Operating under the AIM, INVESCO and Atlantic
Trust brands, AMVESCAP strives to deliver outstanding products and
services through a comprehensive array of retail and institutional
products for clients around the world. The Company, which had
approximately $381 billion in assets under management as of Sept.
30, 2005, is listed on the London, New York and Toronto stock
exchanges with the symbol "AVZ." Additional information is
available at www.amvescap.com. Note to editors -- We are required
to include the following information with our news release:
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. A I
M Distributors, Inc., Distributor
Amvescap (NYSE:AVZ)
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