Portfolio

As the market has, indeed, rebounded nicely, Congress is likely to reinstate the RMDs this year, experts say.

Driven by the success of exchange-traded fund provider BlackRock, ETFs appear to be gaining notable market share in 401(k) plans, and while their use so far has primarily been among small companies, once the trend catches on among larger employers, ETFs’ popularity in 401(k) plans could become quite notable.

Registered investment advisers are thinking outside their more typical client prospecting and communications streams and product mix this year.

Driven by the success of exchange-traded fund provider BlackRock, ETFs appear to be gaining notable market share in 401(k) plans, and while their use so far has primarily been among small companies, once the trend catches on among larger employers, ETFs’ popularity in 401(k) plans could become quite notable.TheStreet.com reports.

Tomorrow is the one-year birthday of the market low. How are we doing? Comments from JPMorgan Funds, BlackRock and more, plus the week’s reports.

A fund for retirees and near-retirees from JPMorgan, the J.P. Morgan Income Builder Fund, aims to deliver institutional-type risks by investing in collateralized mortgage obligations, real estate investment trusts, high-yield debt, convertible bonds and emerging markets equities.

Nearly 70% of defined contribution balances have returned to levels prior to the stock market slump of 2008 and 2009, according to a survey by Mercer, a provider of benefits administration outsourcing.

One advisor warned that keeping clients happy should top performance chasing.

Bona fide 401(k) investment advice could finally become standard practice in defined contribution plans, thanks to the Department of Labor's proposed rules limiting the actions of investment professionals who take commissions.

Being owned by a bank has handcuffed many mutual fund units. Just don't tell that to JPMorgan Chase & Co.'s J.P. Morgan Funds.