Defined Contribution

J.P. Morgan serves a wide range of defined contribution plan sponsors and their advisors who have come to rely on our investment and record keeping prowess, as well as our thought-provoking market and industry insight to help shape their retirement plan strategies.

We have established a reputation for delivering innovative yet practical retirement and investment solutions to help optimize participant retirement outcomes.

Defined Contribution Investment Solutions Capabilities
J.P. Morgan's Defined Contribution Investment Solutions Capabilities (pdf)
This brochure highlights emerging DC trends and opportunities facing plan sponsors and their advisors. Learn more about J.P. Morgan’s tools and solutions in a best practices framework that allows you to help strengthen DC plans and improve participant outcomes.

Questions
For further information, contact your J.P. Morgan representative or email jpmam.info@jpmorgan.com

 

Improving target date fund adoption in DC plans

Fiduciary Implications: Using re-enrollment to improve target date fund adoption

Whether adding target date funds to your DC plan, or just changing investment providers, this white paper provides valuable insight on the strategies plan sponsors can consider and the fiduciary implications of their decisions.

Read the whitepaper (pdf)

Watch the webcast

 


Retirement insights

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Focus your aim (pdf)
Innovating the defined contribution core menu to help increase the odds of participant success.
 
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Penny wise, pound foolish (pdf)
A combination of active and passive strategies can provide potentially better diversification benefits and increase participant outcomes compared to a purely passive approach.
 
Guide to Retirement
Guide to Retirement
A valuable source of information on retirement topics illustrated with charts and graphs.
 
Ready Fire Aim 2009 For Defaulted Participants
Ready! Fire! Aim? For Defaulted Participants (pdf)
Our research finds notable differences between our observations for the general participant population and participants who were defaulted into a target date strategy through a plan's QDIA.
 
Target date strategies designed for market realities
Target Date Strategies Designed for Market Realities (pdf)
By focusing on portfolio efficiency and risk-adjusted returns, the JPMorgan SmartRetirement series has delivered top-tier performance through one of the most extreme U.S. equity markets in generations.
 
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The Retirement Inflation Threat (pdf)
Three things to know when addressing inflation risk in defined contribution plans
 
Special update DOL issues final changes to fee disclosure rules
Special update: DOL issues final changes to fee disclosure rules
On Thursday February 2, 2012, the Department of Labor published the final regulation under ERISA section 408(b)(2).
 


In the news

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Videos


Industry events

Plan Sponsor Awards Dinner
March 29, 2012
New York, New York

Annual Defined Contribution Institutional Investor Forum
April 25-26. 2012
Miami, FL

Plan Sponsor National Conference
June 4-6, 2012
Chicago, IL

Midsized Pension
June 5-8, 2012
Chicago, IL

 


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FOR INSTITUTIONAL USE ONLY

This website is intended to report solely on the investment strategies and opportunities identified by J.P. Morgan Asset Management. Additional information is available upon request. Information herein is believed to be reliable but J.P. Morgan Asset Management does not warrant its completeness or accuracy. Opinions and estimates constitute our judgment and are subject to change without notice. Past performance is not indicative of future results. The material is not intended as an offer or solicitation for the purchase or sale of any financial instrument. The investments and strategies discussed herein may not be suitable for all investors; if you have any doubts you should consult your J.P. Morgan Asset Management Client Advisor, Broker or Portfolio Manager. The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice or investment recommendations. You should consult your tax or legal advisor about the issues discussed herein.


J.P. Morgan Asset Management is the marketing name for the asset management businesses of JPMorgan Chase & Co. Those businesses include, but are not limited to, J.P. Morgan Investment Management Inc., Security Capital Research & Management Incorporated and J.P. Morgan Alternative Asset Management, Inc.

 


 
 

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