Redefining retirement with real-world data and research
Our deep understanding of real saving and spending behavior
enables us to help people at any point of their retirement journey.
Retirees are spending at higher than-expected levels
Helping real people throughout their entire retirement journey
Two decades of research and the savings and spending behavioral data of millions of participants fuel our investment decisions and the retirement plan solutions we offer our clients.
Target Date Strategies
With JPMorgan SmartRetirement Funds, plan participants get a target date strategy1 built around real-life behavior. It’s an all-in-one solution for anyone at any point on their retirement journey.
Contact your J.P. Morgan representative for more information about SmartRetirement Funds and additional target date solutions available to retirement plans, including custom strategies.
1 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.