Top DC Trends and Developments

Quarterly Defined Contribution in Review

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Overview

Our Defined Contribution in Review is designed to help CEOs, CFOs, treasurers, human resource and benefits professionals and investment committees stay abreast of recent events that could have an impact on plans or plan participants. Inside you will find quarterly highlights, timely insights about the retirement readiness of plan participants, a summary of new and pending legislation, news from the DOL and other regulatory bodies, updates on ERISA cases and a brief synopsis of global retirement issues.

Key topic from this quarter's edition Key topics from this quarter’s edition

  • Updating auto-escalation and employer contribution formulas to meet changing circumstances and needs
  • Reviewing target-date fund glide paths and adding managed account options
  • Interpreting the three bills of SECURE Act 2.0 and the impact on workplace retirement programs
  • Understanding new proposals, amendments and deadlines from the DOL
  • Evaluating plan investments and service providers’ cybersecurity practices

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Connect with Us

Connect with your Defined Contribution representative to learn more about our resources, capabilities and expertise.

Subscribe to get our latest defined contribution insights delivered straight to your inbox.

JDFNX

Flexible Bond Fund

For investors seeking a steady stream of high income with lower risk than a dedicated high-yield strategy

Overall Morningstar Rating™ out of 562 Intermediate Core-Plus Bond Funds, based on risk-adjusted returns. As of 11/30/2022.

JDINX

Overseas Fund

Invests in select international companies across market-cap and style spectrum where we believe the market underestimates free-cash-flow growth

Overall Morningstar Rating™ out of 701 Foreign Large Blend Funds, based on risk-adjusted returns. As of 11/30/2022.

JDMNX

Enterprise Fund

A differentiated mid-cap growth strategy that takes a moderate approach to an asset class known for rapid growth potential

Overall Morningstar Rating™ out of 534 Mid-Cap Growth Funds, based on risk-adjusted returns. As of 11/30/2022.

JABNX

Balanced Fund

For 30 years, this dynamic allocation strategy has delivered our equity and fixed income expertise in a one-stop core solution.

Overall Morningstar Rating™ out of 703 Allocation-50% to 70% Equity Funds, based on risk-adjusted returns. As of 11/30/2022.

Plan advisors: 5 topics to discuss at your year-end investment committee meeting

Five topics advisors can discuss at upcoming year-end investment committee meetings.

A drought that could affect plan menus and parch participants

Adapting plan menu due diligence based on the end of 2% inflation, 2% interest rates, and 2% growth.

Plan Talk: Analyzing risks and opportunities in today’s plan menu lineups

A discussion on how the Portfolio Construction and Strategy team analyzes plan menu lineups to help ensure they provide adequate diversification.

Has the Time Come to Simplify Foreign Equity Offerings in 401(k)s?

Recent changes in the capital markets offer plan sponsors a timely opportunity to rationalize their 401(k) lineups.