Webcasts

Fiduciary Focus Webcast on Oct. 27, 2011 – J.P. Morgan Retirement Plan Services speakers: Bob Holcomb, executive director - legislative and industry affairs, and David Musto, chief executive officer. Key points from the Webcast:  

• perspectives on the Department of Labor’s efforts around fee disclosure and the possible new fiduciary definition
• insights around proposed legislation and the likelihood of future legislative movement

Webcast replay (recording ID: Fiduciary4Q; recording key: 305688)

Fiduciary Focus Webcast on June 29, 2011 – J.P. Morgan Retirement Plan Services speaker: Bob Holcomb, executive director - legislative and industry affairs. Key points from the Webcast:

• regulatory activity, including the Department of Labor's work on disclosures and the fiduciary definition, as well as possible new regulatory action we may expect
• recently introduced and pending legislation and prospects of these moving forward
• emerging issues attracting interest in Washington

Webcast replay (recording ID: Focus-3; recording key: 308481)

Fiduciary Focus Webcast on March 10, 2011 – J.P. Morgan Retirement Plan Services speakers: Bob Holcomb, executive director - legislative and industry affairs, and Simon Frankin, executive director - client advisor team. Key points from the Webcast:

• recent and upcoming legislation
• recent and upcoming regulations
• congressional and regulatory hearings

Webcast replay (recording ID: Fiduciary; recording key: 309512)

Legislative Update Webcast on Nov. 18, 2010 – J.P. Morgan Retirement Plan Services speakers: Bob Holcomb, vice president of legislative affairs, and Anna van Ophem, head of sponsor services. Key points from the Webcast:

• mid-term election follow-up
• participant fee disclosure final regulations
• Roth conversions in 401(k) plans
• proposed regulations on definition of fiduciary

Webcast replay (recording ID: LegUpdate; recording key: 304851)

Audience of One^® Webcast on Oct. 28, 2010 – J.P. Morgan Retirement Plan Services speakers: Donn Hess, managing director and head of product development, and Diane Gallagher, vice president of product marketing. Key points from the Webcast:

• perspectives on retirement plan participants—what we’ve found is on the minds of our collective participants
• why J.P. Morgan believes it’s important to communicate in terms of income replacement
• information on how to help participants make better decisions to save enough so they can live comfortably through retirement

Webcast replay (recording ID: Audience; recording key: 309076) 

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