Browsing Tag
JP Morgan Asset Management
27 posts
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 401k 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 401k Plans?
We ask Anne Lester, portfolio manager and Head of Retirement Solutions for J.P. Morgan Asset Management, about target-date…
J.P. Morgan Slams ‘Green New Deal,’ AOC Fires Back
In a direct, no-nonsense assessment of the near-term energy sector outlook, Michael Cembalest of J.P. Morgan Asset Management…
Target-Date Transformation—Where Do We Go From Here?
[From Issue 1, 2019] Don’t mistake activity for achievement,” Hall of Fame basketball coach John Wooden famously said,…
It’s a Wrap: Excel 401(k) Conference Has Best Year Yet
Great interaction and even better information flowed from the Las Vegas Strip last month as Excel 401(k): The…