Top DC Trends and Developments

Quarterly Defined Contribution in Review

1Q21 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, 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 topics from this quarter’s edition:

  • Insights from the 2020 PLANSPONSOR DC Survey on how other plan sponsors view plan design, investments and financial wellness
  • Seven actionable insights from behavioral finance to boost participant savings
  • The latest update on SECURE Act 2.0
  • New guidance from the DOL on missing participants
  • A blueprint for prevailing in excessive fee lawsuits
  • A UK survey of savers shows common issues by may offer ideas for more targeted communication

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Featured Investments

JMTNX

Overall Morningstar Rating™ out of 295 Multisector Bond Funds, based on risk-adjusted returns. As of 04/30/2021.

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.

JETNX

By focusing on companies that have a positive impact on the environment and society, our low-carbon investment approach aims to deliver compounding growth and attractive investment returns.

JABNX

Overall Morningstar Rating™ out of 647 Allocation-50% to 70% Equity Funds, based on risk-adjusted returns. As of 04/30/2021.

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 95 World Bond-USD Hedged Funds, based on risk-adjusted returns. As of 04/30/2021.

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