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Market Volatility

The wisdom you need to stay calm
when markets won't

In times of heightened volatility, a long-term partner is critical to helping you build stronger retirement plans. Visit this page for the most up-to-date expert commentaries and tools to help you and your employees as current events continue to unfold.

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.

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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.

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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.

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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

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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.

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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".

This website is a general communication being provided for informational purposes only. It is educational in nature and not designed to be a recommendation for any specific investment product, strategy, plan feature or other purposes. By receiving this communication you agree with the intended purpose described above. Any examples used in this material are generic, hypothetical and for illustration purposes only. None of J.P. Morgan Asset Management, its affiliates or representatives is suggesting that the recipient or any other person take a specific course of action or any action at all. Communications such as this are not impartial and are provided in connection with the advertising and marketing of products and services. Prior to making any investment or financial decisions, an investor should seek individualized advice from personal financial, legal, tax and other professionals that take into account all of the particular facts and circumstances of an investor’s own situation.

 

Certain recordkeeping and administrative services for plans may be provided on behalf of JPMorgan Invest Holdings LLC (J.P. Morgan) by Empower Retirement, LLC. Securities transactions are effected by an affiliate of Empower Retirement, LLC, Empower Financial Services, Inc. (EFSI) a registered broker dealer and member of FINRA. Representatives of EFSI are not registered investment advisors and cannot offer financial, legal or tax advice. EFSI and Empower Retirement, LLC are independent entities and are not affiliated with J.P. Morgan. If retirement brokerage services are available in the Plan, those services are offered by Charles Schwab & Co, Inc. (Schwab). Schwab receives fees for providing these services and is not affiliated with J.P. Morgan, Empower Retirement, LLC or EFSI. 


J.P. Morgan Asset Management is the brand name for the asset management business of JPMorgan Chase & Co., and its affiliates worldwide.


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