Plan Sponsor & Participant Insights: Ready! Fire! Aim?

You probably already know that many people feel that being enrolled in a company-sponsored retirement plan is all they need to do in order to save for retirement. While that’s an adequate start, it’s often not enough. Plan sponsors look to you for ways to create better plans for their employees and a key way to do this is to understand participant withdrawal patterns. With this information, sponsors can offer target date funds (TDFs) with glide paths uniquely suited to the needs of their employees.

Download this white paper now to get a better understanding of how to create a plan that will get your clients’ employees to their retirement goals. You will discover:

  • The unintended consequences of automatic enrollment and how to help clients go beyond it
  • How to factor in the impact of loans and acceleration of plan withdrawals as retirement gets closer
  • Why it’s essential to define desired participant outcomes, and why those are more important than raw trailing returns when choosing TDFs

Gain insights about plan sponsors and participants and learn how you can help plan sponsors take “real life” factors into account in their plan design features to improve employees’ retirement readiness.

 

J.P. Morgan Asset Management is the brand name for the asset management business of JPMorgan Chase & Co. and its affiliates worldwide.

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