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RETIREMENT PLAN TOOLS & RESOURCES
Core Menu Evaluator℠
Analyze, compare and select defined contribution 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.


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.


Make informed core investment menu decisions for defined contribution plans