For Financial Professionals in the US

Top DC Trends and Developments

Quarterly Defined Contribution in Review

4Q20 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:

  • Innovative ideas and best practices from P&I’s 2020 Excellence and Innovation Award recipients
  • Understanding the pandemic’s impact on retirement plans and participant confidence
  • Bipartisan support for SECURE 2.0 and new policy proposals for ESG in retirement plans
  • New IRS life expectancy tables and final rules from the DOL on ESG investing
  • The latest in new, settled and dismissed excessive fee lawsuits
  • Outcomes of the Australian climate change lawsuit settlement

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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

Fixed Income in DC Plans Survey: A Discussion of Key Findings and Implications

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?

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.

GEARS-02

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

Overall Morningstar Rating™ out of 302 Multisector Bond Funds, based on risk-adjusted returns. As of 01/31/2021.

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 641 Allocation-50% to 70% Equity Funds, based on risk-adjusted returns. As of 01/31/2021.

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 01/31/2021.

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