Top DC Trends and Developments

Quarterly Edition

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Overview

Designed to help CEOs, CFOs, treasurers, human resource and benefits professionals and investment committees stay well-informed of recent events that could have an impact on plans or plan participants.

Inside you will find plan sponsor best practices, insights about the retirement readiness of plan participants, a summary of new and pending legislation, news from the DOL and other regulatory bodies, and updates on ERISA cases.

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Highlights from this quarter include:

  • Plan sponsors have revamped plans, communications, and take a hands-on approach to enhance plan design and participant engagement.
  • Study shows contribution rates are down slightly compared to last year, with millennials the largest generational cohort contributing 7% or more.
  • Several concerns raised regarding SECURE Act 2.0, including availability of collective investment trusts in 403(b) plans and a technical error impacting catch-up contributions.
  • New DOL proposal may affect a plan’s vesting and use of forfeitures.
  • A DOL civil lawsuit against a small plan provides a reminder of plan sponsor fiduciary responsibility.

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Featured investments

JDFNX

Flexible Bond Fund

A style-agnostic strategy that blends top-down macro analysis with bottom-up stock selection to identify attractive opportunities in a volatile asset class.

Overall Morningstar Rating™ out of 552 Intermediate Core-Plus Bond Funds, based on risk-adjusted returns. As of 04/30/2023.

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 683 Foreign Large Blend Funds, based on risk-adjusted returns. As of 04/30/2023.

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 527 Mid-Cap Growth Funds, based on risk-adjusted returns. As of 04/30/2023.

JABNX

Balanced Fund

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

Overall Morningstar Rating™ out of 680 Moderate Allocation Funds, based on risk-adjusted returns. As of 04/30/2023.

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Meet the experts


Matt Sommer
Head of Specialist Consulting Group


Ben Rizzuto
Retirement Director