Discover how Target Date Compass can help plan fiduciaries take the DOL's considerations into account when making decisions regarding TDFs.
Learn more about J.P. Morgan’s target date funds utilizing a combination of active and passive strategies.
Article focusing on manager selection process - one of 3 critical levers utilized in constructing J.P. Morgan's SmartRetirement target date funds.
Our latest data and analysis further validate a glide path approach in which equity risk assets reach a low point at or near retirement and remain at that level through retirement.
Learn more about J.P. Morgan’s target date funds designed to improve retirement outcomes
Fiduciaries who aren't considering a TDF's strategic design may be missing the mark. (see more to the right in RED)
New research from J.P. Morgan suggests an alternative to the popular 4% withdrawal rule that will help enable investors to satisfy their retirement income needs.
Glossary of terms
Taft-Hartley defined contribution plans: The pros and cons of trustee- vs. participant-directed investment
Should Taft-Hartley defined contribution plan investments be trustee- or participant-directed? It depends…
New insights into real-world retirement spending behaviors