Journey Magazine | Retirement and Investment Publication
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A few months ago, we delivered the second issue of Journey with a close-up photo of the road ahead on the cover, an intimate profile of J.P. Morgan government affairs expert Bob Holcomb and his views on Washington, D.C., and a range of articles on investing, Target Date Fund strategy, our Institutional Equity Investor Survey and a host of legislative updates. |
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With this issue, we expand our range in both the scope of content and page count. Our focus is ‘the participant’, not as a one-time theme, but rather as a central component of all discussions related to retirement planning.
We speak with plan sponsors and bring you their comments, insights and ideas from a recent roundtable discussion. Their experiences and approaches to working with participants highlight the challenges faced by the entire industry. We also sit down with Freakonomics’ Dr. Steven Levitt, to hear his perspective on the nature of retirement and how Americans are coping with and addressing it.
For a hands-on perspective, we tag along for a day in the life of a J.P. Morgan Financial Education Consultant as he travels from one plan facility to another on a mission to educate and inform employees. For an investments perspective, we chat with the head of our institutional business, John H. Hunt.
In addition, in this issue we debut Dear Journey and Ask Bob, two columns that let you, the reader, ask us questions about the retirement industry. What’s more, we broaden our review of legislative and regulatory issues, discuss the impact of inflation and give you the ‘numbers’ we see on our dashboard!
A deeper dive, a longer issue, a more complete snapshot of retirement. That’s the Journey we’re on together. We welcome your feedback.
Daniel Darst, Editor-In-Chief
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Pamela Popp, CEO of J.P. Morgan Retirement Plan Services talks about 'Topic A' for plan sponsors. |
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Exploring Inflation and the Global Outlook. |
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John H. Hunt, CEO of J.P. Morgan Institutional Americas, highlights key issues on the minds of institutional investors. |
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A quick look at benefit plans and deflation, pushing back retirement and an update on pension funding relief. |
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Five senior representatives from major corporations discuss 'real world' retirement issues. |
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How one plan sponsor applied its commitment to innovation to maximize 401(k) plan participation. |
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Dale Knowlton interacts with 401(k) plan participants in an up close and personal way. |
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Mixing Science with Retirement Planning Behavioral science and how its application can impact participant communications. |
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A "Freakonomics" Perspective on Retirement Journey talks to Dr. Steven D. Levitt about the changing dynamics of the retirement business. |
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Long-Term Capital Market Returns J.P. Morgan Asset Management's annual look ahead at the markets for equity, fixed income and other asset classes. |
This document is intended solely to report on various investment views held by J.P. Morgan Asset Management. Opinions, estimates, forecasts, and statements of financial market trends that are based on current market conditions constitute our judgment and are subject to change without notice. We believe the information provided here is reliable but should not be assumed to be accurate or complete. The views and strategies described may not be suitable for all investors. References to asset classes and financial markets are for illustrative purposes only and are not intended to be, and should not be interpreted as, recommendations. Indices do not include fees or operating expenses and are not available for actual investment. The information contained herein may employ proprietary projections of expected returns as well as estimates of their future volatility. Any forecasts contained herein are for illustrative purposes only and are not to be relied upon as advice or interpreted as a recommendation. Discussions presented should not be construed as legal opinions or advice. You should consult your own attorney, accountant, financial or tax advisor or other planner or consultant with regard to your own situation or that of any entity which you represent or advise. Past performance is no guarantee of future results.
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