Plan Sponsor Resources

FEATURED INSIGHTS

Latest Legislative & Regulatory Retirement Insights

Latest

2023 Guide to Retirement

The 2023 Guide to Retirement reviews the current retirement landscape and shares actionable ideas for retirement planning and the impact of inflation, SECURE 2.0 and tax diversification.

SECURE 2.0 is here

Legislative and Regulatory bulletin written by ERISA Strategist, Dan Notto, describing the key provisions and how they will affect both employer-sponsored retirement plans and wealth planning.

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.

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

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

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

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

Put plan participants on a more secure retirement path.

Help participants focus on financial wellness

Help employees get on a more secure retirement path with easy-to-understand resources.

Learn more

Help participants take action

Explore a library of ready-to-send emails designed to help participants stay informed and take action.

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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