Browsing Tag
J.P. Morgan Asset Management
18 posts
Retirement Income Solution Debuts at J.P. Morgan Asset Management
SmartRetirement Lifetime Income allows participants to use familiar target date funds and transition to a personalized retirement income strategy supported by multiple insurers
August 15, 2024
401(k) Participants Demand Retirement Income Support, Financial Wellness
Almost all respondents in a new J.P. Morgan Asset Management survey express interest in retirement income tools
July 24, 2024
Vestwell Ramps Up Advisor Access, Abilities of JPMAM’s Everyday 401(k)
Small biz workplace savings solution now enables advisors to serve as a 3(38) investment manager
June 6, 2024
3 Spending Patterns Impacting Pre- and Post-Retirees
J.P. Morgan Asset Management paper explores effects of retirement spending behaviors
May 16, 2024
Folly of ‘Timing the Market’ Explained in JPMAM’s 2024 Guide to Retirement
Out today, J.P. Morgan Asset Management’s 12th annual guide analyzes the most significant issues impacting retirement
March 6, 2024
Student Loan Payments Negatively Impact 401(k) Contribution Rates, Account Balances
Joint EBRI-J.P. Morgan Asset Management report finds making student loan payments lowered both the average employee contribution rate and account balance
February 8, 2024
Spending Spikes Linked to 401(k) Plan Withdrawals
A report by EBRI and J.P. Morgan Asset Management links 401(k) plan data with consumer banking data to understand how participants react to irregular spending
September 14, 2023
Vestwell Announces J.P. Morgan Partnership Among New Collaborations
The digital 401(k) recordkeeper will work on growing J.P. Morgan’s recordkeeping side and help with Chase’s small business 401(k) platform
May 11, 2023
5 Key Themes in J.P. Morgan Asset Management’s 2023 Guide to Retirement
New research released today explores top trends in the defined contribution space, including SECURE 2.0 and market uncertainty
March 6, 2023
DB Plan Households Spend More than Hybrid or DC Plan Households
New research finds many public sector plan participants have not adapted to a pension landscape that has significantly evolved over the last decade
September 20, 2022