Browsing Tag
JP Morgan Asset Management
30 posts
May Top Advisor by Participant Outcomes (TAPO)—Austin Gwilliam
Plan Design and Hard Work Austin Gwilliam and the team at GRP Financial took a private school client from a 45%…
How Do DC Plan Participants Behave in Volatile Markets?
“To know your future, you must know your past.” A new research paper from J.P. Morgan’s Chief Retirement…
3 Critical Retirement Planning Themes in 2020
J.P. Morgan Asset Management released its annual Guide to Retirement with a conference call presentation on Tuesday. The guide examines…
March Top Advisor by Participant Outcomes (TAPO)—Joe Brummel
A Retirement Plan ‘Auto’ Reversal An order, relation and meaningful purpose drive Joe Brummel’s process and metrics for…
4 Critical Questions When Choosing Suitable Target-Date Funds
Fiduciaries that focus solely on target-date fund performance and fees while ignoring demographics and glide path structure (among…
What the SECURE Act Really Means for 401(k) Participant Behavior
We’re surprised Anne Lester isn’t more surprised by the passage of the SECURE Act. “Our colleagues in Washington…
Why Advisors Need to Be Proactive: Excel 401(k) Conference
What do plan sponsors really think of the advisor community? Meghan Jacobson, CFA, Head of J.P. Morgan U.S.…
J.P. Morgan Aims to Make 401(k) RFPs Easier
Recent research from Cerulli Associates finds that RFP teams are struggling to meet turnaround times as volumes skyrocket…
5 Key Behavioral Insights Into 401k Plan Sponsors
Plan sponsors certainly understand the importance of setting and achieving retirement plan goals, how effective they are in…
How High Should Auto-Escalation Go in 401(k) Plans?
We ask Anne Lester, portfolio manager and Head of Retirement Solutions for J.P. Morgan Asset Management, about target-date funds, the 'auto' revolution and more.