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    1. Retirement Insights

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    Retirement Insights

    Helping to inform retirement decisions in an evolving retirement landscape, our program is designed to provide plan sponsors, financial professional and individuals with the insights and tools they need to make informed retirement decisions.

    FEATURED RETIREMENT INSIGHTS

    Guide to Retirement

    Discover our Guide to Retirement, updated annually to provide you with an effective framework for supporting retirement planning conversations with clients.

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    Defined Contribution Insights

    Read how J.P. Morgan Asset Management helps plan sponsors bridge the gap between goals and actions while helping plan participants find retirement security.

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    Leveraging defined contribution plans in the public sector

    Learn more about how public sector defined benefit plans have scaled back their benefits and how defined contribution plans may help with retirement readiness.

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    Solving the Retirement Income Challenge

    Insights into understanding and addressing the income needs of American workers in retirement.

    Read more

    Mystery no more: Portfolio allocation, income and spending in retirement

    Explore research outlining asset allocation changes, income generation, and spending in retirement.

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    Insights to Action: How portfolio diversification and prudent risk management can improve retirement outcomes

    Drawing on findings from our research collaboration with EBRI, we highlight why it's critical to have a well-diversified retirement portfolio.

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    Private equity investments in target date funds: The DOL weighs in

    Written by ERISA Strategist Dan Notto, this bulletin addresses recent guidance from the DOL on private equity in DC plans.

    Read more

    Employee Benefit Research Institute & J. P. Morgan Asset Management Research Collaboration

    The 3% difference: What leads to higher retirement savings rates?

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    Insights to Action: How integrated plan design and financial wellness programs can improve retirement outcomes

    Findings from our collaboration with the Employee Benefit Research Institute can help strengthen plan design and financial wellness programs.

    Read more

    The 3% difference: What leads to higher retirement savings rates?

    A research collaboration between the Employee Benefit Research Institute and J.P. Morgan Asset Management offering the first holistic view of household spending and saving from observed behaviors

    Read more

    A business owner’s dashboard for navigating the COVID-19 crisis

    Two common themes are represented throughout our dashboard: the importance of communication and the reign of cash as king.

    Read more

    Solve It: Rethinking retirement

    This week on Solve It, Anne Lester, Head of Retirement Solutions, explains what a shifting market may mean for your retirement strategy.

    Read more

    EXPLORE OTHER INSIGHTS

    Market Insights

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    Portfolio Insights

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    OUR RESEARCH

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    2021 Defined Contribution Plan Participant Survey Findings

    This year's survey results offer clear insights into what participants want from their employers when it comes to their retirement plans.

    See the key findings
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    2019 Defined Contribution Plan Sponsor Survey Findings

    We show the benefits of being proactive, including greater adoption of best practices to position more participants for greater retirement funding success.

    Explore the findings
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    For more information, please email us or contact your J.P. Morgan client advisor.

    jpmam.info@jpmorgan.com

    J.P. Morgan Asset Management

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    This website is a general communication being provided for informational purposes only. It is educational in nature and not designed to be a recommendation for any specific investment product, strategy, plan feature or other purposes. By receiving this communication you agree with the intended purpose described above. Any examples used in this material are generic, hypothetical and for illustration purposes only. None of J.P. Morgan Asset Management, its affiliates or representatives is suggesting that the recipient or any other person take a specific course of action or any action at all. Communications such as this are not impartial and are provided in connection with the advertising and marketing of products and services. Prior to making any investment or financial decisions, an investor should seek individualized advice from personal financial, legal, tax and other professionals that take into account all of the particular facts and circumstances of an investor's own situation.

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