Retirement Insights

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

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02/28/2025

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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02/28/2025
04/24/2025

Real-life data: An innovative approach to calculating income replacement rates

What portion of their annual income do individuals need in retirement to maintain their standard of living? It’s a crucial metric. But until now, the industry could only offer rule-of-thumb guidance on how much income replacement was needed in retirement. Retirement Strategist Alexandra Nobile explains how new research from J.P. Morgan Asset Management can help advisors customize retirement planning for their clients.

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By Alexandra NobileAlexandra NobileAlexandra NobileRetirement Strategist
04/24/2025
5 days ago

Core offers more: Large cap equity exposure with fewer style risks

Core U.S. equity strategies may be a good option for plan sponsors seeking to simplify plan menus and help participants avoid unnecessary core choice and risk.

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By Pat Carter
PC
Pat Carter
and Arden Orwicz
AO
Arden Orwicz
5 days ago
04/10/2025

Navigating market volatility: A guide for retirement investors

Market volatility can make investing feel challenging and even daunting. The ups and downs of the market can be unsettling, especially for those who are new to investing or nearing retirement. However, understanding the nature of market fluctuations and maintaining a long-term perspective can help investors stay the course and achieve their financial goals.

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By Michael ConrathMichael ConrathMichael ConrathChief Retirement Strategist
04/10/2025
04/03/2025

Planning for retirement income just got easier

With pensions largely a thing of the past, the role of defined contribution (DC) plans has shifted from supplemental savings vehicles to the primary funding source for retirement income for the over 4 million Baby Boomers exiting the workforce each year. However, the products and solutions offered within DC plans have struggled to keep pace with this new reality. Daniel Yem, Head of Retirement Income, discusses the changes taking place.

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By Daniel YemDaniel YemDaniel YemHead of Retirement Income
04/03/2025
04/02/2025

Get curious about alternative investments in defined contribution plans!

Discover the benefits, risks, and fiduciary duties of adding alternative investments to DC plans under ERISA guidelines for prudent decision-making.

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By Tina Anstett, J.D.Tina Anstett, J.D.Tina Anstett, J.D.ERISA Strategist
04/02/2025
02/24/2025

What you need to know about the Social Security Fairness Act

The Social Security Fairness Act became law in early January 2025. With its passage, the monthly retirement benefits of an estimated 3.2 million workers may increase, some payments by a sizeable amount. Sharon Carson, our Retirement Strategist, answers frequently asked questions about how this rule change may affect some of your clients.

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By Sharon CarsonSharon CarsonSharon CarsonRetirement Strategist
02/24/2025
Timely Insights
Plan Participant Research

Discover core insights from our annual study of how plan sponsors and participants are navigating the retirement landscape.

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The future of DC plans

Key trends for 2025 and beyond - The future of defined contribution plans is being shaped by three key emerging trends, each offering unique benefits to plan participants and sponsors.

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