Tag: PPA

Charlie Cote, head of Retirement Link Sales at J.P. Morgan Asset Management, reflects on two decades of working with defined contribution retirement plan investors. 

The organization has issued a report analyzing what is working in DC plans and how the existing tools can be leveraged further.

Experts range in their confidence about Congress’ desire and ability to enact meaningful retirement-focused legislation, either before or after the upcoming presidential election. 

It also provided guidance about how to convert a traditional pension to a cash balance plan.

Starting with the Pension Protection Act, the U.S. Congress has tweaked and amended pension funding rules a handful of times in recent years, but has it worked?

Alongside the use of automatic enrollment, the biggest development in QDIAs in the past 10 years has been the replacement of stable value or money market funds as the default with TDFs.

While industry practitioners often have deeply held convictions about how to improve the U.S. retirement system, there are already many things plan advisers can do under current legislation and regulations to improve retirement security of American workers.

Advisers are working with more plans today than they ever have—completing more services for more diverse types of clients than was the case prior to the full implementation of the Pension Protection Act. 

In conversation with Anne Lester, one of J.P. Morgan’s leading voices on public policy, we hear about the growing sense of urgency she sees in Washington to help more people prep for retirement.  

Following the firm’s open letter to Congress, it is working with key Senate and House members to submit a bill.

Areas with low DC plan access tend to be those with more small businesses, according to a new analysis from the Pew Charitable Trusts.

While there is still a lot of room for improvement in the U.S. retirement planning system, one DC industry executive suggests the “blueprint for success” has been drawn out. 

Franklin Templeton Investments’ DC business leader urges lawmakers and fellow industry pros to take a more holistic view of the U.S. retirement system—and to be thoughtful about planning major reforms. 

The firm has issued a white paper in honor of the 10-year anniversary of the PPA.

The Pension Protection Act ranked as a top influence on defined contribution plan management in a recent survey.

Callan’s DC practice lead looks back over a decade of industry development post Pension Protection Act. 

Half of plan sponsors do not take advantage of qualified default investment alternative safe harbor protections, a survey finds.

Not just a 401(k) for nonprofits, 403(b) plans are a distinct world with unique challenges and a lot of complexity, advisers say.