Top DC Trends and Developments

Quarterly Edition

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Overview

Our Top DC Trends and Developments is 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.

Key topic from this quarter's edition Highlights from this quarter include:

  • Looking at how participants are allocated and inquiring about what type of benefits would encourage them to stay enrolled in the plan both present opportunities for engagement and education.
  • The SECURE 2.0 Act contains multiple provisions that plan sponsors may want to consider adding to their plans.
  • On the fiduciary front, the release of the Department of Labor’s final rule on “Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights” and a review of DC plan lawsuits both reinforce the importance of a robust due diligence process.

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JDFNX

Flexible Bond Fund

For investors seeking a steady stream of high income with lower risk than a dedicated high-yield strategy

Overall Morningstar Rating™ out of 563 Intermediate Core-Plus Bond Funds, based on risk-adjusted returns. As of 12/31/2022.

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 704 Foreign Large Blend Funds, based on risk-adjusted returns. As of 12/31/2022.

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 534 Mid-Cap Growth Funds, based on risk-adjusted returns. As of 12/31/2022.

JABNX

Balanced Fund

For 30 years, this dynamic allocation strategy has delivered our equity and fixed income expertise in a one-stop core solution.

Overall Morningstar Rating™ out of 697 Allocation--50% to 70% Equity Funds, based on risk-adjusted returns. As of 12/31/2022.

Five questions plan sponsors should address in 2023

Key issues plan advisors and plan sponsors should be prepared to address in 2023.

Plan Talk: Best of 2022

A discussion of the noteworthy stories and trends that impacted the retirement plan industry last year.

Plan advisors: 5 topics to discuss at your year-end investment committee meeting

Five topics advisors can discuss at upcoming year-end investment committee meetings.

A drought that could affect plan menus and parch participants

Adapting plan menu due diligence based on the end of 2% inflation, 2% interest rates, and 2% growth.