J.P. Morgan Asset Management has introduced a new tool for retirement plan advisors to facilitate 401(k) plan design conversations and enhance plan sponsor decisions.
The J.P. Morgan Plan Design Guide helps retirement plan advisors evaluate and benchmark their clients’ plans based on the sponsor’s retirement benefits philosophy. Using a brief assessment, the tool charts the sponsor’s standing relative to its peers using two dimensions – their philosophy towards innovation and their level of plan investment. The company says that this methodology results in concrete next steps for plans across different mind sets to execute their strategy and potentially improve their fiduciary process.
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