Redefining retirement with real-world data and research
Our deep understanding of real saving and spending behavior
enables us to help people at any point of their retirement journey.
70%
want help from
financial professionals
53%
want help selecting
investments
85%
are likely to stay in plan if a
retirement income option is
offered by employers
Learn more about the research >
Source: J.P. Morgan Plan Participant Research 2021
Helping real people throughout their entire retirement journey
Target Date Strategies
With JPMorgan SmartRetirement Funds, plan participants get a target date strategy1 built around real-life behavior. It’s an all-in-one solution for anyone at any point on their retirement journey.
Full service 401(k) solutions
Our full service retirement plan solutions help deliver stronger 401(k) plans to your clients at lower costs.
Explore our small to mid-market 401(k) solution >
Empowering your clients to make more informed decisions with J.P. Morgan retirement plan tools
Evaluate and select target date funds.
Compare target date funds >
Analyze and compare core menu investments.
Start comparing investments >
Generate custom 401(k) pricing proposals
Create a pricing proposal >
1 TARGET DATE FUNDS: The JPMorgan SmartRetirement Funds are target date funds with the target date being the approximate date when investors plan to retire. Generally, the asset allocation of each Fund will change on an annual basis with the asset allocation becoming more conservative as the Fund nears the target retirement date. The principal value of the Fund(s) is not guaranteed at any time, including at the target date. TDFs may suffer investment losses, including near or following retirement. There is no guarantee that the TDF will provide adequate retirement income.