Plan Sponsor Resources

FEATURED INSIGHTS

Latest Legislative & Regulatory Retirement Insights

Latest

2022 Guide to Retirement

Updated annually, the award-winning* Guide to Retirement provides an effective framework for supporting your retirement planning conversations with your employees. Our flagship program helps drive deeper conversations about key retirement topics such as longevity, long-term care, Social Security and health care costs.

Help your employees navigate volatility

Our latest retirement insights to help guide your employees as current events unfold.

Access our insights

IRS proposes amendments to the RMD rules

Explore the changes to RMDs recently proposed by the IRS to understand their impacts on beneficiaries of employer plans and IRAS

Legislative & Regulatory

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.

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

In this Legislative and Regulatory bulletin, ERISA Strategist Dan Notto addresses recent guidance from the DOL on private equity in DC plans.

Read the bulletin

Retirement Insights

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

The first holistic view of household spending and saving from observed behaviors.

Explore the findings

2019 DC Plan Sponsor Survey

Our 2019 findings offer insights into the power of being proactive to help position more participants for greater retirement funding success.

Read the findings

Understanding re-enrollment

Many plan sponsors have added target date funds to their defined contribution plans to help their employees reach their retirement goals.

Learn the benefits of re-enrollment

How integrated plan design and financial wellness programs can improve retirement outcomes

Examining the findings from our research collaboration with EBRI, we explore how employers can help their employees spend a little less and save a little more.

Retirement by the Numbers

Our new research shows how retirement saving and spending patterns can add up to more successful funding outcomes.

Learn more

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.

Deliver stronger outcomes

Putting plan participants on a more secure retirement path takes teamwork. We'll help you get there with our strategic business plan.

Focus on financial wellness

To better understand how to get employees on a more secure retirement path, we provide easy-to-understand articles.

Learn more

SMART PLAN DESIGN IMPACTS RETIREMENT OUTCOMES

Automatic features

78%

of participants are supportive or neutral toward automatic plan features

Target Date Funds

88%

of participants find target date funds appealing

Re-enrollment

86%

of participants are supportive or neutral toward their employers conducting a re-enrollment

Explore our plan participant research

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".

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