Description
For retirement plan fiduciaries who are legally responsible and potentially liable for prudently selecting and monitoring target date funds, a sound investment evaluation process has never been more important. Learn how J.P. Morgan s Target Date Compass can help meet fiduciary obligations with a well-defined, repeatable process for making, documenting and defending target date fund decisions. Provide plan sponsors with a well-defined, repeatable approach to meet fiduciary responsibilities for evaluating and selecting target date funds Help plan sponsors understand how to identify the target date type that may be appropriate given a plan's goals and objectives
Learning Objectives
Provide plan sponsors with a well-defined, repeatable approach to meet fiduciary responsibilities for evaluating and selecting target date funds
• Help plan sponsors understand how to identify the target date type that may be appropriate given a plan's goals and objectives