2025 Guide to Retirement
The 2025 Guide to Retirement shares our latest insights into retirement income strategies, developing long-term investment plans, Social Security and more.
Plan Sponsor Resource Center
Featured insights
Legislative and Regulatory update
The new administration’s de-regulatory stance and narrow Republican Congress spark curiosity about 2024 retirement plan changes.
Annual Compliance Calendar
There are important plan document and administrative deadlines that all plan sponsors should be aware of. Organized by month, this important guide can be referenced throughout the year.
CARES Act includes important retirement plan provisions
Written by ERISA Strategist Dan Notto, this bulletin highlights provisions of the CARES Act that affect retirement plans.
Defined Contribution (DC) Plan Participant Survey Findings
Expanding expectations, expanding opportunities. Our seventh defined contribution (DC) plan participant survey findings explores insights on general savings and employer-sponsored benefits, professional guidance, plan design and retirement income.
2023 Plan Sponsor Research
Find out how plan sponsors are approaching financial wellness, plan design and retirement income in our 2023 survey findings – which explore a decade’s worth of data.
Understanding re-enrollment
Many plan sponsors have added target date funds to their defined contribution plans to help their employees reach their retirement goals.
Retirement Resource Center
Help participants focus on financial wellness with tools they can review at their convenience.
Communication and Education Library
You have direct access to a collection of employee education materials including email templates, brief videos and flyers. Select and share the topics that are important to you and your employees.
2023 Defined Contribution Plan Sponsor Survey Findings*
* A survey of plan sponsors was conducted from 1/9/23-2/28/23 by J.P. Morgan Asset Management, not specific to J.P. Morgan Retirement Link. Additional information regarding methodology and respondent profile can be found within the report.
Source: Chatham Partners Satisfaction Survey, 2023. Scores reflect clients who provided 7/6 on a 7-point scale. When evaluating DC providers, a top 2 box rating of 85% or greater corresponds to best-in-class rating. Average client size of the benchmark is $10.0 and includes competitors in Chatham’s proprietary small market defined as plans from $1 MM to $50 MM in assets.
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Certain recordkeeping and administrative services for plans may be provided on behalf of JPMorgan Invest Holdings LLC (J.P. Morgan) by Empower Retirement, LLC. Securities transactions are effected by an affiliate of Empower Retirement, LLC, Empower Financial Services, Inc. (EFSI) a registered broker dealer and member of FINRA. Representatives of EFSI are not registered investment advisors and cannot offer financial, legal or tax advice. EFSI and Empower Retirement, LLC are independent entities and are not affiliated with J.P. Morgan. If retirement brokerage services are available in the Plan, those services are offered by Charles Schwab & Co, Inc. (Schwab). Schwab receives fees for providing these services and is not affiliated with J.P. Morgan, Empower Retirement, LLC or EFSI.
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