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.
Helping real people throughout their entire retirement journey
Empowering your clients to make more informed decisions with J.P. Morgan retirement plan tools
Evaluate and select target date funds.
Analyze and compare core menu investments.
Generate custom 401(k) pricing proposals
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.