Tag: JP Morgan

In Practice

August 14th, 2023

Advisers Can Leverage Plan Sponsor Openness to Plan, Investment Changes, Research Finds

Plan sponsor interest in areas such as reenrollment, in-plan retirement income, and financial wellness programs have grown, finds JP Morgan...

The Markets

May 12th, 2023

Financial Advisers Rank American Funds, Vanguard as Top Asset Managers

Advisers are most swayed by trust, performance and ease of business when evaluating a manager, according to ISS Market Intelligence.

Deals & People

May 11th, 2023

Vestwell Partners with JP Morgan on Small Business 401(k) Plans

The digital recordkeeping platform will be available to JP Morgan's 401(k) product for small businesses, following the partnership.

Events Spotlight

DCIO and Investment Menu Survey

Grande Lakes, Orlando | April 20th, 2020

Industry Intelligence

THOUGHT LEADERSHIP

Interest Grows in Finding New Uses for Stable Value

MetLife’s 2024 Stable Value Study found that defined contribution plan sponsors and plan advisers understand the benefits of stable value investments and are open to using the vehicles in new ways. PLANADVISER spoke with Thomas Schuster, senior vice president, stable value and investment products, and Warren Howe, national sales director, stable value and DCIO [defined contribution investment only] markets, at MetLife, about the study findings.

Sponsored by MetLife

THOUGHT LEADERSHIP

Inside TIAA’s $294B Investment Engine

TIAA CIO Emily Wiener discusses the firm’s approach to its General Account portfolio.

Sponsored by TIAA

THOUGHT LEADERSHIP

The Retirement Income Dilemma

What are we solving for and what have we learned so far?

Sponsored by MFS Investment Management