Instantly generate custom 401(k) pricing proposals.
Instantly run custom 401(k) pricing proposals
Determining 401(k) plan costs shouldn’t cost you a lot of time or effort. With Price Smart from J.P. Morgan, simply enter plan assets and the number of participants to instantly generate custom pricing proposals for your clients.
TARGET DATE FUNDS: Target date funds are 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.