Retirement Plan Trends, Market Timing and the Role of Alternative Assets with Danny Resnick and Abe Puerto 1-20-26

Update: 2026-01-20

Description

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.

Comments

In Channel

Stick to Index Funds, Stupid 2-14-26

2026-02-1401:48

The Dumbest Thing That I Do 2-13-26

2026-02-1302:25

The January Jobs Report: The Good, the Bad, & the Ugly 2-13-26

2026-02-1301:47

Tanking in Professional Sports with David Pivnick of McGuireWoods LLP 2-12-26

2026-02-1215:52

What’s Wrong with Microsoft? 2-12-26

2026-02-1202:07

5 Big Tech Stocks Having a Rough Year 2-11-26

2026-02-1101:47

Stellantis Jeep Stuck in the Mud 2-11-26

2026-02-1101:54

Shout Out to Justin Ishbia & Mark Cuban 2-10-26

2026-02-1001:59

The Washington Post & What’s Wrong with the Media 2-10-26

2026-02-1001:48

The Markets Surged on Friday & Nvidia and Bitcoin Jump 2-9-26

2026-02-0902:03

A Shout-Out to Highly Resilient People 2-9-26

2026-02-0902:04

Leading Growth, Technology, and Culture at Magna Legal Services with Mark R. Williams 2-9-26

2026-02-0924:40

The Least Accomplished People Are Often the Most Critical 2-7-26

2026-02-0702:14

Thrive Thrive Mentality 2-6-26

2026-02-0605:52

Bitcoin Under Pressure 2-6-26

2026-02-0601:49

Is Peloton Spinning Towards Its Grave? 2-5-26

2026-02-0501:57

Lululemon, Lucid Motors, Bitcoin, & Oracle 2-5-26

2026-02-0503:29

5 Stocks We Love to Follow & Their Best to Worst YTD Results 2-5-26

2026-02-0502:12

5 Signs the Apocalypse is Upon Us 2-4-26

2026-02-0403:43

5 Private Equity Questions with Holly Buckley of McGuireWoods LLP 2-4-26

2026-02-0408:14

00:00

Retirement Plan Trends, Market Timing and the Role of Alternative Assets with Danny Resnick and Abe Puerto 1-20-26

#box-pro-ellipsis-177116730151843{-webkit-line-clamp:2;}Retirement Plan Trends, Market Timing and the Role of Alternative Assets with Danny Resnick and Abe Puerto 1-20-26

Retirement Plan Trends, Market Timing and the Role of Alternative Assets with Danny Resnick and Abe Puerto 1-20-26

Scott Becker

Retirement Plan Trends, Market Timing and the Role of Alternative Assets with Danny Resnick and Abe Puerto 1-20-26