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Oregon Department of Education

Invesco Aim Distributors, Inc.

This Vendor Page has not been approved by Invesco Aim Distributors, Inc.,
but the information provided should be useful to you.

General Status

TRANSACTION PROCESSING ALERT: AIM-Invesco will not accept CCC signatures on transaction documents unless the corresponding Employer has provided AIM-Invesco with certification that CCC serves as TPA for the Employer's 403(b) Plan. The following Employers have provided a letter to AIM-Invesco indicating CCC may sign on behalf of their 403(b) plans: Beaverton School District, Corvallis School District, Forest Grove School District, Greater Albany Public Schools (aka GAPS), and Silver Falls School District. Please note that if your Employer does not have a letter on file with this vendor the processing of your transaction may be delayed while the proper authorizations are obtained.

As of Sept. 1 2008 AIM-Invesco stopped accepting new 403 (b) custodial account applications and on Dec. 31 2008 this vendor stopped accepting contributions or transfers to existing AIM-Invesco 403(b) custodial accounts. AIM-Invesco will continue to maintain and service existing 403(b) custodial accounts and is amending its 403(b) custodial agreement accordingly to reflect the changes. Participants are not required to close or transfer assets from their AIM-Invesco 403(b) accounts.

AIM-Invesco has provided this PDF documentation: View / Download

Landing Pages

Product and Fee Information

Click the link(s) below for information on AIM-Invesco products:

Marketing Information

Investment products of AIM-Invesco are marketed using the following approaches:

Helpful Employee Resources

If available, CCC has linked the vendor's educational resources below:

 

ODE Status

This vendor is exititng the 403(b) market.

ODE Plan Number

When contacting AIM-Invesco to open an account, please reference Plan Number: To Be Determined

ODE Local Contacts

The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts, when available.

Investment Options

AIM-Invesco offers the following type(s) of investment option:

Vendor Forms and Online Submissions Links

When possible, CCC lists links to vendor forms links below. In the event the form you require is not linked below, please contact AIM-Invesco to request your form.