May 06, 2013
Journey Magazine
We are pleased to share our latest issue of Journey.
Our goal is to keep you abreast of developments that affect decision-makers in the DC, retirement and pension marketplace in an informative and objective manner.
We attempt to address each Topic from a variety of perspectives - that of plan sponsor, advisor and participant.
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In this issue
A Word: Staying Focused on What Matters
Legislative Corner: New DOL Guidance on Target Date Funds
Legislative Corner: Rewriting the Rules: DOL regulatory agenda comes into focus
Executive Perspective: Quest for Better Outcomes Drives Need for DC Change
Stat Life: A Missed Opportunity: Re-enrollment may offer plan sponsors fiduciary protection
Take it Personally: How persona-driven communications can increase participant engagement
Retirement Advisor Roundtable: Trends, techniques and tools in today's DC business
Speaking Investments: Reevaluating the large-cap equity options in a defined contribution plan
Ready or Not: A savings checkpoint provides a valuable guidepost to gauge retirement readiness
Reality Show: The truth behind how participant behavior affects target date strategies
Did You Know?
Questions
For further information, contact your J.P. Morgan representative or email jpmam.info@jpmorgan.com
A Word: Staying Focused on What Matters
Michael Falcon, head of retirement at J.P. Morgan Asset Management, discusses today's challenging environment and offers simple solutions that can help participants achieve better retirement outcomes.
Legislative Corner: New DOL Guidance on Target Date Funds
Tips from the Department of Labor on target date fund selection and how plan fiduciaries and their advisors can translate these recommendations into action.
Legislative Corner: Rewriting the Rules: DOL regulatory agenda comes into focus
A look at the Department of Labor's key initiatives clarifies its current focus.
Executive Perspective: Quest for Better Outcomes Drives Need for DC Change
Bill McDermott, head of sales and client solutions at J.P. Morgan Retirement Plan Services, shares his insights on industry trends, challenges and opportunities.
Stat Life: A Missed Opportunity: Re-enrollment may offer plan sponsors fiduciary protection
More plan sponsors are considering engaging in a re-enrollment as part of their plan design, with target date funds as their qualified default investment alternative.
Take it Personally: How persona-driven communications can increase participant engagement
Donn Hess, head of product development at J.P. Morgan Retirement Plan Services, discusses the power of persona-driven communications.
Retirement Advisor Roundtable: Trends, techniques and tools in today's DC business
A panel of retirement advisors shares its experience and thoughts on the current state of the defined contribution business.
Speaking Investments: Reevaluating the large-cap equity options in a defined contribution plan
The importance of reevaluating large-cap equity options in a defined contribution plan.
Ready or Not: A savings checkpoint provides a valuable guidepost to gauge retirement readiness
A savings checkpoint, created through rigorous research, provides a quick, personalized snapshot of an individual's retirement readiness.
Reality Show: The truth behind how participant behavior affects target date strategies
The best target date strategies are designed based on realistic assumptions about how participants behave and interact with their 401(k) plans.