Selecting and Implementing a Target Date Fund
A guide to help advisors and plan sponsors
Research that demonstrates the importance and benefit of target date funds
1 J.P. Morgan Plan Sponsor Research 2015
Participant Research provides insight into 401(k) plan participants’ attitudes and behaviors when it comes to saving and investing for retirement.
Plan Sponsor Research
provides insight into plan sponsors’ interpretation of the roles of their DC plans and considerations driving plan-related decisions.
Choosing a target date strategy
discusses considerations in selecting an off-the-shelf target date fund versus a recordkeeping platform model.
2J.P. Morgan Plan Participant Research 2016
SmartRetirement® Target Date Funds
We offer active and passive blend strategies to individuals and institutions. Custom glide path solutions with various levels of customization are also available for plans that meet specific criteria.