RETIREMENT PLAN TOOLS & RESOURCES
Target Date Compass®
Evaluate and select target date funds with greater knowledge and confidence
Identify funds most closely aligned with plan goals and participant needs
For retirement plan fiduciaries who are legally responsible—and potentially liable—for prudently selecting and monitoring target date funds, a sound investment evaluation process has never been more important. Use this powerful tool to analyze target date funds and simplify complex decisions.
Find the funds you want, faster
Filter by: fund type, equity exposure, diversification, active exposure and more.
Customize data to meet client needs
Select relevant benchmarks and vintages and
customize growth inputs such as starting value,
contributions and salary.
Tailor reports for better client conversations
Select and reorder the content you share with clients and prospects; add your company logo to the cover.
Target Date Compass® is designed to provide a framework for identifying and evaluating target date funds (TDFs) that are appropriate given a plan’s overall goals and its participants’ needs.
A view into the current universe of TDF suites available on the Target Date Compass tool.
Download a copy of the Target Date Compass questionnaire, which uses five simple questions to help decision-makers narrow the universe of TDFs based on plan goals.
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.
Target Date Strategies
JPMorgan SmartRetirement is built to withstand a range of market cycles and conditions. Two decades of research and the behavioral data of millions of participants fuels our investment decisions, which helps more people cross the retirement finish line.
