Retirement and Investment Solutions Newsletter
2009 Insights Archive
2009 newsletter archive
February | March | April | May | June | July | August | September | October | November | December
By topic: Administration | Fiduciary Responsibility | Investments | Legislative and Regulatory Update | Participant Communications | Plan Design | Snapshots (Participant Behavior Stats) | Webcasts and Events
Find the most recently archived articles near the beginning of the categories lists below:
Administration
- Considering freezing your pension plan?
- Plan reviews crucial in fiduciary oversight
- For every client and each individual – Operational excellence
- Thoughts on the rumors of the death of the 401(k)
Fiduciary Responsibility
- Fiduciary responsibility – Qualified change in investment options
- November fiduciary update
- October fiduciary responsibility
- Form 5500 Schedule C changes for 2009
- Fiduciary duty with respect to employee contributions
- Fiduciary quiz
- Fiduciary correction programs
- Breach of fiduciary duty
- Fiduciary standards of conduct
- Test your knowledge: Who is a fiduciary?
- Fiduciary basics
Investments
- Performance perspective
- Beyond the numbers: Understanding your investment manager
- Interested in learning more about how a target date fund glide path works?
- A framework for evaluating target date solutions
- An important tool for plan sponsors should be their investment policy statement
- Is high yield an appropriate fund option in a 401(k) plan?
- Testimony before the Department of Labor and Securities and Exchange Commission’s hearing on target date funds and similar investment options
- What is a completion strategy and why might this approach benefit my target date strategy?
- Are target date funds “broken?”
- Financial markets causing investors to seek stable refuge
- SmartRetirement target date strategy hits its three-year track record
- Managing inflation risk for target date funds
- Selection approach for target date solutions
- Market downturn causing some participants to choose safer assets
- Looking beyond the numbers: Understanding your managers' investment philosophy
Legislative and Regulatory Update
- Using unused leave time as retirement plan contribution
- Legislative and regulatory update – 2009 regulatory guidance
- September legislative and regulatory updates
- Plan sponsor alert: 2010 benefit limits
- Listen to Bob Holcomb, head of legislative and industry affairs for J.P. Morgan Retirement Plan Services
- House Education and Labor Committee proposes DB funding legislation
- July legislative and regulatory impact analysis
- June legislative and regulatory update
- May legislative and regulatory update
- April legislative and regulatory update
- March legislative and regulatory update
- February legislative and regulatory update
Participant Communications
- A new way to save time and customize communications
- Retirement Dream Machine 2.0 … enhancements are well received by participants!
- The Way Forward: Lessons learned
- Counting down to retirement
- Ongoing communication with participants: The Way Forward
- Re-enrollment in target date funds
- Helping participants find The Way Forward
- Participant communications case study – Auto increase
- The value of personalized communication
- Plan sponsors using The Way Forward to reach out and help participants plan for their future
- A new way of communicating with participants: The Way Forward
- Changing participant behavior, one nudge at a time
- It is possible: Managing message overload
- Ongoing participant dialogue
- Pointing The Way Forward
- Weathering the storm: Communicating in turbulent times
- If you build it, they will come: Plan design decisions demand successful communication campaigns
Plan Design
- Employer contribution strategies – challenge the status quo
- Participant loans – A necessary evil?
- Retirement Dream Machine 2.0 – Coming mid-September 2009!
- Managing assets through retirement – options to address retirement income needs for participants
- Defined benefit and defined contribution integration – Total Retirement Solutions – the power of ONE
- Coming soon ... Dream Machine 2.0
- The Landscape: The challenges, the silver lining and the opportunity
- Plan design insights
- Participant Preference Model – Would you like to know how your participants would react?
- Business planning – Developing the roadmap
- Strategic consulting framework
Snapshots (Participant Behavior Stats)
- Investment dynamics
- Economic impact on plan participants
- Retirement readiness
- Fall 2009 issue of Journey magazine
- October participant snapshots
- New report to better understand how participants contributing to 401(k) plans have reacted to recent market conditions
- June through August 2008 vs. 2009 participant snapshots
- J.P. Morgan 401(k) participant study
- 2Q09 participant snapshots
- Top five reasons for participant calls
- Participant behavior snapshots
- Timely participant behavior statistics
- February 2009 top five call volume
- Participant behavior – Interesting stats
- Top five reasons for participants calling J.P. Morgan Retirement Plan Services
Webcasts and Events
- December 2009 save the date
- November 2009 save the date
- October 2009 save the date – Upcoming events
- September 2009 save the date – Upcoming events
- August 2009 Webcast
- July 2009 Webcast
- May 2009 Webcast
- April 2009 Webcast
- March 2009 Webcasts
- Retirement plan insight
To learn more about Total Retirement SolutionsSM, email or call J.P. Morgan at 800-988-9804.
For questions about a personal retirement plan account, email or call J.P. Morgan at 800-345-2345. If your retirement plan is not with J.P. Morgan, contact your employer for that provider's phone number and website.
IRS Circular 230 Disclosure: This communication was written in connection with the potential promotion or marketing, to the extent permitted by applicable law, of the transaction(s) or matter(s) addressed herein by persons unaffiliated with JPMorgan Chase & Co. However, JPMorgan Chase & Co. and its affiliates do not provide tax advice. Accordingly, to the extent this communication contains any discussion of tax matters, such communication is not intended or written to be used, and cannot be used, for the purpose of avoiding tax-related penalties. Any recipient of this communication should seek advice from an independent tax advisor based on the recipient's particular circumstances.
