Target Date Funds: 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.
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J.P. Morgan Retirement Plan Tools help you help your clients make more informed decisions
Evaluate and select target date funds.
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Target Date Compass®
Navigate the target date fund universe to find the funds most closely aligned with plan goals and participant needs.
- • Compare up to 6 funds at a time
- • Customize growth inputs, vintages & benchmarks
- • Download a report as custom client-ready PDF
Core Menu Evaluator℠
Analyze and compare core menu investments to build stronger defined contribution plans.
- • Quickly compare up to 6 investments
- • Create personalized, client-ready reports
- • Make decisions based on in-depth analytics
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.
- • Compare pricing to identify potential cost savings
- • Tailor proposals to each plan
- • Get instant results with access to plan quotes 24/7
Learn more about our suite of retirement plan tools
Everything you need to build stronger retirement plans—all in one place.
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.
