Target Date Compass℠ Resource Center - J.P. Morgan Asset Management
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Target Date Compass℠ Resource Center

Robust resources to help inform target date fund decisions

In an evolving retirement landscape, our insights are designed to provide financial advisors with the resources and tools they need to help plan sponsors make informed target date fund decisions. Using content from the award-winning1 Target Date Compass program and other Retirement Insights, we’ve curated materials to support your client conversations.

What is Target Date Compass?

Learn how you can use the Target Date Compass program to help plan sponsors compare, select and monitor target date funds, and document the evaluation process.

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A legal review of Target Date Compass

Groom Law Group reviews how Target Date Compass is designed to assist plan fiduciaries with meeting the increasing challenges of target date fund due diligence.

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ADDITIONAL RESOURCES

TARGET DATE STRATEGIES

JPMorgan SmartRetirement® target date funds seek to deliver consistent, long-term results across a range of market cycles to help employees’ investments work harder for the future.

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12018 Investment Management Education Alliance (IMEA) Star Award for "Retirement - Digital Innovation".

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.