Regional Sites

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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Executive Summary - Ready! Fire! Aim? 2012
First released in 2007 and recently updated with new findings, J.P. Morgan's Ready! Fire! Aim? series examines how effective various target date strategies may be at helping 401(k) participants meet their retirement funding needs.
 
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Ready! Fire! Aim? 2012 (pdf)
How some target date fund designs continue to miss the mark on providing retirement security to those who need it most
 
Retirement at the crossroads
Retirement at the crossroads (pdf)
J.P. Morgan Retirement Plan Services CEO, David Musto, discusses how four major trends: heightened market volatility, an aging U.S. population, increased regulatory scrutiny and the continued shift to self-directed retirement assets are converging to drive rapid transformation in the DC industry.
 
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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.
 
 
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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

April 16, 2012
J.P. Morgan's Falcon took an indirect path to asset management — Pensions & Investments
 
April 2012
Education/Advice:Study Partners — PLANSPONSOR
 
November 2011
Do 401(k)s Need Simpler Menus? (PDF) — The Wall Street Journal
 
November 14, 2011
The Search For a Better Way to Retire — Institutional Investor
 
November 10, 2011
J.P. Morgan Proposes Just Three Funds for DC Plans — On Wall Street
 
November 9, 2011
JP Morgan Simplifies 401(k) Fund Selection — Financial Advisor Magazine
 
November 9, 2011
Anne Lester discusses Core Menu Innovation on CNBC
 
November 9, 2011
J.P. Morgan replacing retirement plan fund menu with portfolios — InvestmentNews (Log-in Required)
 
November 9, 2011
JPMAM Asks Plan Sponsors to Rethink Investment Menus — PLANSPONSOR.COM
 
November 9, 2011
J.P. Morgan Asset Management Rethinks DC Plans — AdvisorOne
 
November 9, 2011
J.P. Morgan proposes new model for 401(k) plans — Reuters
 
November 9, 2011
J.P. Morgan Goes for Simple — Mutual Fund Wire
 

These are all links to third-party sites. Note that the third party's privacy policy and security practices may differ from J.P. Morgan standards. J.P. Morgan assumes no responsibility nor does it control, endorse or guarantee any aspect of your use of the linked site.

Retirement Symposium

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market views and research Over

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Expert insights

 

Donn Hess, head of product strategy at J.P. Morgan Retirement Plan Services, discusses how persona-driven communications can increase participant engagement.

Michael Falcon , head of Retirement for J.P. Morgan Asset Management, discusses how defined contribution decision makers at companies can navigate the changes that are rapidly advancing in the retirement landscape.

A discussion of four major trends that are transforming the defined contribution industry

Watch the video

A discussion of four major trends that are transforming the defined contribution industry.

Watch the video


Industry events

P&I East Coast Defined Contribution Conference
March 10-12, 2013
Miami, FL

NAPA/ASPPA 401(k) Sales Summit
March 3-5, 2013
Las Vegas, NV

Institutional Investor Annual Defined Contribution Forum
April 23-24, 2013
Miami, FL

 


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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