Retirement and Investment Solutions Newsletter
2010 Insights Archive
2010 newsletter archive
January | 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
- 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)
- IRS stresses requirement for timely forfeitures
- Time for an investment policy review?
- IRS questionnaire for plan sponsors
- Plan design and beneficiary designations
- Recap of a few of the major fiduciary hot topics that surfaced during the last decade
- Fiduciary responsibility – January 2010
- Decoding Target Date Fund Design – Glide path strategies
- Leveraging the firm – Global Multi Asset Group
- Decoding Target Date Fund Design – Asset allocation
- Inflation-sensitive investment strategies
- How well do you know your investment manager?
- Decoding Target Date Fund Design - Defining your goals
- A best-practice perspective on balanced funds vs. target date funds
- Are you analyzing offering both a balanced and target date fund in the same investment menu?
- Ready! Fire! Aim? 2009
- Investment New Year's resolutions for plan sponsors
- Legislative and regulatory outlook – Fourth-quarter predictions and 2011 impact
- Financial reform implications for retirement plans
- Loans, fee disclosure, QDROs and stock diversification
- Financial reform and potential implications for retirement plans
- Conversions of pretax balances to designated Roth accounts
- Legislative and regulatory update - March 2010
- A decade in review
- February 2010 legislative and regulatory update
- Legislative and regulatory update - January 2010
- Retirement income policy proposals
- 2010 and the prospects of pension reform
- Participant communication: Planning for 2011
- Audience of One® wins awards
- New newsletter includes Tip to Retire on Track
- The Way Forward – A mix of media and messages
- Marking DB milestones
- Total Retirement Solutions benefits sponsors and participants
- New from The Way Forward – "The Biggest Saver"
- What's new: The Way Forward
- Audience of One® Revisited
- Webcasts help point The Way Forward
- The power of persistence
- The Way Forward gets results
- Communications case study on personal URLs (PURLs)
- Simplicity: A best practice for retirement plans
- Automatic enrollment can keep things simple
- Benefits of auto-suite implementation
- Pretax or after-tax – a question for plan sponsors
- Retirement income options
- Smart plan design
- "Autos" grow in popularity
- Roth utilization
- Are participants opting out of automatic enrollment?
- Less than half of participants are on track to receive what they think they will need
- "What’s Next for Small Caps?" Webcast replay
- Sponsor Webcast calendar for 2010
- February 2010 investment Webcast
- January 2010 save the date - upcoming cvents
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.
