3Q20 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:
- PLANSPONSOR Magazine’s plan sponsors of the year provide innovative ideas and best practices
- Research provides more insight into how participants deal with financial strain
- Senate introduces two bills to improve retirement security
- DOL provides guidance on Lifetime Income Illustrations
- Updates on recent cybersecurity lawsuits
- Best practices for dealing with the pandemic from around the world
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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.
Related Material
Insight from our defined contributions teams to help clients navigate the markets and opportunities ahead.
Fixed Income in DC Plans Survey: A Discussion of Key Findings and Implications
A discussion of our recent survey exploring diversification in defined contribution plans.
Does Your 401(k) Plan Menu Have Generation Gaps?
As the retirement marketplace evolves, we’ll likely see more changes to the Core investment lineup.
Fixed Income in DC Plans: A Tool Kit for Striking Balance
A resource to support retirement plan financial professionals' due diligence in evaluating and selecting fund options for the fixed income portion of defined contribution plans.
Featured Investments
JMTNX
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
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.
JABNX
For 25 years, this dynamic allocation strategy has delivered our equity and fixed income expertise in a one-stop core solution.
HFARX
Investing across a wide range of fixed income securities, the Fund seeks income and total return while actively managing duration and credit exposure.