Retirement Plan Tools & Resources - J.P. Morgan Asset Management

Retirement Plan Tools & Resources

Designed to help you build stronger defined contribution plans for your clients.

Target Date Compass®

Evaluate and select target date funds to find the funds most closely aligned with plan goals and participant needs.
Compare Target Date Funds Learn more  

Core Menu Evaluator℠

Analyze and compare core menu investments to build stronger defined contribution plans.
Evaluate Core Menu InvestmentsLearn more  

Price Smart℠

Instantly generate custom 401(k) pricing proposals and show your clients how much they can save by using J.P. Morgan Retirement Link℠.
Create a pricing proposal Learn more  

Retirement Resources

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.

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