Deliver stronger outcomes
SMART PLAN DESIGN IMPACTS RETIREMENT OUTCOMES
of participants are supportive or neutral toward automatic plan features
Target Date Funds
of participants find target date funds appealing
of participants are supportive or neutral toward their employers conducting a re-enrollment
Source: J.P. Morgan Plan Participant Research 2018. Total n=1,295. *Of those who went through a re-enrollment and allowed funds to be moved to a target date fund n=223.
*The Guide to Retirement won the 2012 RIIA Retirement Income Communications award, the 2014 MFEA STAR Award for retail education and the 2015 WealthManagement.com Industry Award for Thought Leadership – Investing. In addition, in 2018 it won "Highly Commended" in the "Best Pensions Paper 2018 (North America)" category: https://www.savvyinvestor.net/blog/awards-best-pensions-white-paper-north-america-2018, and most recently won the Investment Management Education Alliance (IMEA) Star Awards for "Retirement Ongoing Education".