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RETIREMENT PLAN TOOLS & RESOURCES

Core Menu Evaluator℠

Analyze, compare and select defined contribution core menu investments

EVALUATE CORE MENU INVESTMENTS

Build stronger core investment menus

Retirement portfolios are only as strong as the investment choices available to DC plan participants. With Core Menu Evaluator from J.P. Morgan, you get on-demand analytics for assessing investments quickly, thoroughly and objectively.

Quickly compare up to six investments

Get detailed, side by side investment comparisons versus your preferred benchmark.

CME-1
CME-2

Make decisions based on in-depth analytics

Evaluate investments across composition, performance, risks, fees and more.

Create personalized reports

Add your name and company logo to reports; choose which pages to include for each plan sponsor.

CME-3

More Retirement Plan Tools & Resources

 

Price Smart run custom 401(k) pricing proposals 

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