Our deep understanding of real saving and spending behavior enables us to help people at any point of their retirement journey.
Two decades of research and the savings and spending behavioral data of millions of participants drive our investment decisions and the retirement plan solutions we offer our clients.
Real-world data and research informs product design
Defined contribution participants across 4,500 plans¹
Defined contribution and IRA accounts through collaboration with EBRI²
Chase banking households³
Helping real people throughout their entire retirement journey
With JPMorgan SmartRetirement Funds, plan participants get a target date strategy built around real-life behavior. It's an all-in-one solution for anyone at any point on their retirement journey.
A solution that provides the option to pair the JPMorgan SmartRetirement target date funds with an annuity, issued by an unaffiliated insurer, which provides a guaranteed income benefit at retirement.⁴