Top DC Trends and Developments

Quarterly Defined Contribution in Review

2Q20 Highlights

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, insights about the plan participant retirement readiness, 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 topics from this quarter’s edition:

  • Companies get creative to engage participants and help with student loan debt
  • Participants and plan sponsors feel the effects of COVID-19 in their plans
  • HEROES and SAVERS Acts focus on retirement relief
  • IRS issues several extensions and clarifications related to the CARES Act
  • Several lawsuits filed highlight CITs, cyber theft and COVID-19

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FEATURED ARTICLE

2020 Plan Investment Trends

Plan fiduciaries have long understood the need for a diversified portfolio. However, fixed income has received neither the attention nor prominence of equities in most defined contribution menus. Research shows most plans offer three times as many equity options as fixed income options.

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Featured Investments

JMTNX

Overall Morningstar Rating™ out of 293 Multisector Bond Funds, based on risk-adjusted returns. As of 08/31/2020.

Invests in both core and plus sectors of the fixed income market seeking to generate higher returns than traditional core plus portfolios without a substantial increase in volatility or risk.

JDPNX

Overall Morningstar Rating™ out of 386 Mid-Cap Value Funds, based on risk-adjusted returns. As of 08/31/2020.

As defensive value specialists, we look to invest in high-quality companies with strong management teams, stable balance sheets, and durable competitive advantages that are trading at attractive valuations.

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Overall Morningstar Rating™ out of 630 Allocation-50% to 70% Equity Funds, based on risk-adjusted returns. As of 08/31/2020.

For 25 years, this dynamic allocation strategy has delivered our equity and fixed income expertise in a one-stop core solution.

HFARX

Overall Morningstar Rating™ out of 86 World Bond-USD Hedged Funds, based on risk-adjusted returns. As of 08/31/2020.

Investing across a wide range of fixed income securities, the Fund seeks income and total return while actively managing duration and credit exposure.

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