Retirement Insights - J.P. Morgan Asset Management

Retirement Insights

Helping to inform retirement decisions


In an evolving retirement landscape, the Retirement Insights program is designed to provide plan sponsors,
financial advisors and individuals with the insights and tools they need to make informed retirement decisions.


Simplify the complex with the Guide to Retirement

Learn more about the Guide to Retirement program and what resources are available to help you have better conversations with your clients.

Featured Retirement Insights

“… we enable and empower you, as the advisor, to address these topics with confidence with our best thinking so that you can help your clients achieve more successful retirement outcomes.”



TARGET DATE FUNDS. Target date funds are funds with the target date being the approximate date when investors plan to start withdrawing their money. 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 and following retirement. There is no guarantee that a TDF will provide adequate retirement income.

JPMorgan Chase and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.