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J.P. Morgan Asset Management’s website and/or mobile terms, privacy and security policies don't apply to the site or app you're about to visit. Please review its terms, privacy and security policies to see how they apply to you. J.P. Morgan Asset Management isn’t responsible for (and doesn't provide) any products, services or content at this third-party site or app, except for products and services that explicitly carry the J.P. Morgan Asset Management name.
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Retirement Plan Tools & Resources

Designed to help you build stronger defined contribution plans for your clients.

Target Date Compass®

Evaluate and select target date funds to find the funds most closely aligned with plan goals and participant needs.

COMPARE TARGET DATE FUNDS

Target Date Compass tool
Core menu evaluator

Core Menu Evaluator℠

Analyze and compare core menu investments to build stronger defined contribution plans.

EVALUATE CORE MENU INVESTMENTS

Price Smart℠

Instantly generate custom 401(k) pricing proposals and show your clients how much they can save by using J.P. Morgan Retirement Link℠.

CREATE A PRICING PROPOSAL

Price Smart

Retirement Resources

Translating Department of Labor Guidance into Action

Help plan sponsors determine the most prudent actions to take in reference to the DOL's tips on target date fund selection.

Learn more

Choosing target date funds

Some defined contribution plan sponsors may be ignoring some TDF characteristics that are crucial to this all-important fiduciary decision.

Learn more

Understanding your fiduciary role

Resources that aim to help plan sponsors understand their role as a defined contribution plan fiduciary.

Learn more

EBRI Research Collaboration

Explore the industry's first holistic view of household spending and saving from observed behaviors and how to turn insights into action.

Learn more

Private equity investments in target date funds: The DOL weighs in

In this Legislative and Regulatory bulletin, ERISA Strategist Dan Notto addresses recent guidance from the DOL on private equity in DC plans.

Learn more

Target date funds can’t afford to be passive… but can be affordable

SmartRetirement® Blend combines the best of both worlds – active investments where we can add the most value and passively-managed index strategies – all at an affordable cost.

Learn more

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.

Explore our Portfolio Construction tools

J.P. Morgan's award-winning Portfolio Insights suite enables financial professionals to build portfolios that can navigate any market.

EXPLORE THE TOOLS

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This website is a general communication being provided for informational purposes only. It is educational in nature and not designed to be a recommendation for any specific investment product, strategy, plan feature or other purposes. By receiving this communication you agree with the intended purpose described above. Any examples used in this material are generic, hypothetical and for illustration purposes only. None of J.P. Morgan Asset Management, its affiliates or representatives is suggesting that the recipient or any other person take a specific course of action or any action at all. Communications such as this are not impartial and are provided in connection with the advertising and marketing of products and services. Prior to making any investment or financial decisions, an investor should seek individualized advice from personal financial, legal, tax and other professionals that take into account all of the particular facts and circumstances of an investor's own situation.

 

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