Product Profile

November 19, 2018


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Special Third Party Announcement from one of our Trusted Partners

J.P. Morgan Asset Management
J.P. Morgan
Retirement Insights
Zero in on the right target date fund
The TDF universe has grown bigger, more complex and is subject to greater regulatory scrutiny. Our enhanced Target Date CompassSM tool gives you access to more data to help you narrow down the TDF universe and find the most appropriate TDF for your clients.
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Compare mutual funds and CITs, and analyze detailed information like rolling returns. All data for fund comparisons is provided by Morningstar, one of the industry’s most trusted sources for independent investment research.

Target Date Compass uses J.P. Morgan Spectrum™, our multi-faceted, end-to-end technology platform, to quickly and accurately deliver the latest analytics while ensuring complete objectivity. And you benefit by receiving instantly generated, customized, client-ready reports.


This email is a general communication being provided for informational purposes only. It is educational in nature and not designed to be a recommendation for any specific investment product, strategy, plan feature or other purposes. By receiving this communication you agree with the intended purpose described above. Any examples used in this material are generic, hypothetical and for illustration purposes only. None of J.P. Morgan Asset Management, its affiliates or representatives is suggesting that the recipient or any other person take a specific course of action or any action at all.

Communications such as this are not impartial and are provided in connection with the advertising and marketing of products and services. Prior to making any investment or financial decisions, an investor should seek individualized advice from a personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor's own situation.

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.

The Target Date Compass is an advisor tool. As such, it is meant to help advisors in their due diligence process when working with their plan sponsor clients. The tool is not meant to replace the fiduciary responsibilities that are inherent with all plan sponsors or the advice that advisors provide. If the tool is used, it should be used as part of a comprehensive due diligence process. Plan sponsors should not rely exclusively on Target Date Compass to make investment decisions.

The ultimate choice of investment options is that of the plan sponsor with help from the advisor. The tool is not to be used as sales literature and can only be received upon request from the advisor. All data in the tool is objective and based on publicly available information that has been obtained from sources deemed to be reliable. This data is subject to unintentional errors, omissions and changes prior to presentation without notice. The tool may not be reproduced in whole or in part in any manner. It is the responsibility of the advisor to independently confirm its accuracy and completeness. Information should not be construed as investment advice. Past performance is no guarantee of future results.

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The National Association of Plan Advisors is a non-profit professional society. The materials contained herein are intended for instruction only and are not a substitute for professional advice.

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