Webcast: Navigating the target date fund selection process
Please join Meghan Jacobson, Head of Retirement Insights, and Dan Notto, ERISA Strategist, to earn CE credit* and to learn how J.P. Morgan’s Target Date Compass can help meet fiduciary obligations with a well-defined, repeatable process for making, documenting and defending target date fund decisions.
Monday, December 10 | 2:00 pm ET
*To earn CE credit, advisors must attend the webcast for a minimum of 50 minutes. Advisors will receive CFP Board credit, CIMA credit, or CLU/ChFC credit.
Say hello to the next evolution of Target Date Compass℠
Help your clients make more informed target date fund decisions with the newly enhanced Target Date Compass.
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This webpage is a general communication being provided for informational purposes only. It is educational in nature and not designed to be a recommendation for any specific investment product, strategy, plan feature or other purpose. Any examples used are generic, hypothetical and for illustration purposes only. Prior to making any investment or financial decisions, an investor should seek individualized advice from a personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor's own situation.
Opinions and estimates offered constitute our judgment and are subject to change without notice, as are statements of financial market trends, which are based on current market conditions. We believe the information provided here is reliable, but do not warrant its accuracy or completeness. References to future returns are not promises or even estimates of actual returns a client portfolio may achieve.
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.
We believe the information provided here is reliable, but do not warrant its accuracy or completeness. This material is not intended as an offer or solicitation for the purchase or sale of any financial instrument. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, accounting, legal or tax advice. Any forecasts contained herein are for illustrative purposes only and are not to be relied upon as advice or interpreted as a recommendation.
The Target Date Compass is an advisor tool. As such, it is meant to help advisors in their due diligence process when working with their plan sponsor clients. The tool is not meant to replace the fiduciary responsibilities that are inherent with all plan sponsors or the advice that advisors provide. If the tool is used, it should be used as part of a comprehensive due diligence process. Plan sponsors should not rely exclusively on Target Date Compass to make investment decisions.
The ultimate choice of investment options is that of the plan sponsor with help from the advisor. The tool is not to be used as sales literature and can only be received upon request from the advisor. All data in the tool is objective and based on publicly available information that has been obtained from sources deemed to be reliable. This data is subject to unintentional errors, omissions and changes prior to presentation without notice. The tool may not be reproduced in whole or in part in any manner. It is the responsibility of the advisor to independently confirm its accuracy and completeness. Information should not be construed as investment advice. Past performance is no guarantee of future results.
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