Deliver stronger outcomes
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
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".