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.
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.
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.
J.P. Morgan Asset Management is the marketing name for the investment management businesses of JPMorgan Chase & Co. and its affiliates worldwide. Those businesses include, but are not limited to, J.P. Morgan Chase Bank, N.A., J.P. Morgan Investment Management Inc., Security Capital Research & Management Incorporated and J.P. Morgan Alternative Asset Management, Inc.