Retirement Plan Trends, Market Timing and the Role of Alternative Assets with Danny Resnick and Abe Puerto 1-20-26
Becker Private Equity & Business Podcast
January 20, 202614m 26s
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Show Notes
In this episode, Danny Resnick, Managing Director and Wealth Partner at J.P. Morgan Wealth Management, and Abe Puerto, Executive Director and head of J.P. Morgan Defined Contribution Consulting, discuss key trends shaping employer-sponsored retirement plans. They cover market timing versus rebalancing, the evolving role of target date funds, the potential inclusion of alternative assets, and fiduciary considerations for plan sponsors.