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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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.
Core Menu Evaluator℠
Analyze and compare core menu investments to build stronger defined contribution plans.
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℠.
Retirement Resources
Choosing target date funds
Some defined contribution plan sponsors may be ignoring some TDF characteristics that are crucial to this all-important fiduciary decision.
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Understanding your fiduciary role
Resources that aim to help plan sponsors understand their role as a defined contribution plan fiduciary.
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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.
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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.
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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.
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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.