J.P. Morgan Asset Management
J.P. Morgan Asset Management survey says DC participants want simpler retirement-income support
Summary: J.P. Morgan Asset Management released its 2026 Defined Contribution Plan Participant Survey Findings through PR Newswire, saying surveyed participants want simpler retirement-income tools and more support from workplace plans. The release cites Greenwald Research fieldwork with 1,716 defined-contribution plan participants and 512 retired defined-contribution participants.
Why it matters: The update may matter to due-diligence readers tracking how large asset-management platforms frame retirement-income demand, participant education, and plan-design support, while the survey should not be read as evidence of plan-level outcomes, fiduciary suitability, product quality, performance, or investment merit.
Summary
J.P. Morgan Asset Management released its 2026 Defined Contribution Plan Participant Survey Findings through PR Newswire, saying surveyed participants want an “easy button” and more retirement-income support from workplace plans. The release attributes the survey to Greenwald Research and says the fieldwork included 1,716 defined-contribution plan participants and 512 retired defined-contribution participants.
The company-distributed release says 73% of surveyed participants were concerned about generating retirement income and 91% said it is important to have an investment option that automatically adjusts to become more focused on retirement income as they approach retirement. Those percentages should be treated as J.P. Morgan Asset Management’s reported survey findings, not as independent evidence about all retirement savers, all plans, or any specific plan sponsor.
Why it matters
For due-diligence readers, the useful signal is how a large asset-management platform is framing participant demand, retirement-income support, and plan-design needs in the defined-contribution market. Survey releases can help readers track the themes managers emphasize when they speak to plan sponsors, consultants, and intermediaries.
The signal is bounded. The PR Newswire release supports J.P. Morgan Asset Management’s survey claims, methodology summary, named Retirement Insights personnel, and headline participant findings. It does not validate product quality, fiduciary suitability, adoption by plan sponsors, participant behavior outside the survey, investment performance, expected returns, or the merits of any retirement-income solution.
Source notes
- J.P. Morgan Asset Management / PR Newswire release: https://www.prnewswire.com/news-releases/jp-morgan-asset-management-survey-finds-plan-participants-want-an-easy-button-and-more-retirement-income-support-302824031.html
- Source posture: company-distributed press release via PR Newswire; acceptable for what J.P. Morgan Asset Management announced when the survey findings, percentages, methodology, and quotes are attributed to that source.
- Verifier support: the direct PR Newswire page returned HTTP 200 and supported the checked markers for J.P. Morgan Asset Management, “Easy Button,” the 73% and 91% survey findings, the 2026 Defined Contribution Plan Participant Survey Findings, Greenwald Research, 1,716 defined-contribution plan participants, 512 retired defined-contribution participants, Meghan Conklin, and methodology language.
- Attribution caveat: do not cite Google News RSS as support, and do not state the survey results as independent facts about all plan participants, all employers, all retirement savers, or any specific plan.
9AT filing context
Public adviser/profile context identifies J.P. Morgan Asset Management as a large asset-management adviser platform. The data-analyst handoff reported about $5.17 trillion in regulatory AUM, about $153.9 billion in returned total private-fund gross asset value, 14,563 employees, 11,242 advisory employees, 519 private funds, separately managed-account activity, a public website at am.jpmorgan.com/us/en/asset-management, and a 2026-05-08 profile submission date.
Form 5500 data is useful only as general context for the defined-contribution plan filing ecosystem. A targeted public DOL lookup found the JPMorgan Chase 401(k) Savings Plan sponsored by JPMorgan Chase Bank, National Association, with latest visible Form 5500 year 2024, 185,532 end-of-year participants, and about $52.9 billion in total plan assets. That plan-sponsor filing datapoint is separate from the J.P. Morgan Asset Management survey; it does not evidence the survey population, survey findings, product demand, plan outcomes, or any private activity signal.
No 13F context is included. Delayed public-equity holdings do not add meaningful context to a defined-contribution participant-survey item and should not be used to validate the retirement-income findings.
What to watch
Watch for the full J.P. Morgan Asset Management survey report, methodology detail, related retirement-income product or target-date disclosures, plan-sponsor materials, and future public commentary from Retirement Insights personnel that clarifies how the firm is translating the survey themes into plan-design or participant-support materials.
Future coverage should keep the survey, filing context, and editorial interpretation separate: the release carries the survey findings; public Form 5500 filings show the visibility and scale of the defined-contribution plan ecosystem; neither source should be used as investment advice or as proof of product adoption, outcomes, or suitability.