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

The 3% Difference: What leads to higher retirement savings rates? Discover the first holistic view of household spending and savings based on observed behaviors.

EXPLORE THE FINDINGS

DISCOVER RETIREMENT PLANNING AND INVESTING PRINCIPLES

Market Insights to help individual investors get through today's challenging markets and tomorrow's retirement goals.
Blue pyramids

Principles for successful retirement

Discover these essential principles
Investing principles

Principles for successful long-term investing

Learn these time-tested strategies

Featured Retirement Topics

Retirement do's and don'ts in a volatile market

In a series of short recordings, Katherine Roy, J.P. Morgan Asset Management’s Chief Retirement Strategist, discusses how to think about retirement savings in today’s volatile market.

View the series

6 things to know about your Social Security benefits

Social Security is a crucial piece of your retirement income puzzle, and understanding how it works really matters. A lot is about timing, and a little strategy can go a long way.

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BUILD STRONGER RETIREMENT PLANS

Access our thought leadership and tools designed to simplify the complex and inform retirement plan decisions.

Understand how employees are interacting with their retirement plans

Ready! Fire! Aim? provides you with more than a decade of research on retirement plan participant behavior highlighting important trends and implications for target date fund design.

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What you need to know about your fiduciary responsibilities

What is a retirement plan fiduciary? What are your fiduciary responsibilities? How can ERISA §404(c) protection help your company? Discover the answers to these questions, plus details on important rules and regulations, in our fiduciary guide.

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5 ways to build stronger 401(k) plans for employees

Design your 401(k) plan to get your employees on a more secure path to retirement.

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