Webcasts

Plan Sponsor Portal – A New Direction on March 7, 2012 – J.P. Morgan Retirement Plan Services speakers: Donn Hess, managing director, head of product strategy, and Bruce Focht, vice president, research and data analytics.

Webcast replay (recording ID: jpmorganrps; recordking key: jpmorganrps)

Legislative and Regulatory Update Webcast on Feb. 29, 2012 – J.P. Morgan Retirement speakers: Bob Holcomb, executive director - legislative and industry affairs for J.P. Morgan Retirement Plan Services, and Diane Gallagher, ABC, vice president - Retirement Insights for J.P. Morgan Asset Management.

For webcast audio recording, dial 800-841-4034 and use passcode 2912

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)

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.

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