DEFINED CONTRIBUTION

Top DC Trends and Developments

Quarterly Edition

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Overview

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.

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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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Connect with Us

Connect with your Defined Contribution representative to learn more about our resources, capabilities and expertise.

Contact Us

Subscribe to get our latest defined contribution insights delivered straight to your inbox.

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Featured Investments

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 562 Intermediate Core-Plus Bond Funds, based on risk-adjusted returns. As of 01/31/2023.

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 702 Foreign Large Blend Funds, based on risk-adjusted returns. As of 01/31/2023.

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 524 Mid-Cap Growth Funds, based on risk-adjusted returns. As of 01/31/2023.

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 691 Allocation--50% to 70% Equity Funds, based on risk-adjusted returns. As of 01/31/2023.

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