Insights Newsletter
Archive
Introduction | Administration | Compensation and Benefits Strategies | Economic Update | Fiduciary Responsibility | In the News | Investments | Legislative and Regulatory Update | Participant Communications | Plan Design | Snapshots | Technical Update | Webcasts and Events
Introduction
- November Introduction
- Welcome to Insights, from Pam Popp
- September Letter From the Editor
- August Letter From the Editor
- July Letter From the Editor
- June Letter From the Editor
- May Welcome to Retirement Insights
- April Welcome to Retirement Insights
- March Introduction
- Inaugural Issue Welcome
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)
Compensation and Benefits Strategies
Economic Update
Fiduciary Responsibility
- 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
In the News
Investment Update
- 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 or IPS
- Is High Yield an Appropriate Fund Option in a 401(k) Plan?
- Testimony before the U.S. Department of Labor and the 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 it's 3 Year Track Record
- Managing Inflation Risk for Target Date Funds
- Selection Approach for Target-Date Solutions
- Market Down-turn Causing Some Participants to Choose Safer Assets
- Looking Beyond The Numbers: Understanding Your Managers' Investment Philosophy
Legislative & Regulatory Update
- Using unused leave time as retirement plan contribution
- Legislative and Regulatory Update - 2009 Regulatory Guidance
- September Legislative & 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 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
- 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
- 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
Technical Update
Webcasts and Events
- November Save the Date
- October Save the Date - Upcoming Events
- September Save the Date - Upcoming Events
- August Webcast
- July Webcast
- May Webcast
- April Webcast
- March Webcasts
- Retirement Plan Insight