J.P. Morgan Launches Next Generation Target Date Compass(SM) Program

     J.P. Morgan Launches Next Generation Target Date Compass(SM) Program

An Industry-Leading Program Helps Retirement Advisors Steer Plan Sponsors
Through An Increasingly Complex Target Date Fund Universe

PR Newswire

NEW YORK, May 1, 2014

NEW YORK, May 1, 2014 /PRNewswire/ -- J. P. Morgan Asset Management is
announcing a major upgrade to Target Date Compass^SM, the groundbreaking tool
that advisors use to help plan sponsors make informed target date fund
selections. The new Target Date Compass has expanded analytics, a more
intuitive design, simplified charts and a tablet-friendly interface.
Together, these enhancements make Target Date Compass an even more
indispensible resource for the timely, accurate and prudent analysis of the
ever-changing target date fund universe.

First introduced in 2008, Target Date Compass quickly set the standard for
helping defined contribution plan sponsors evaluate the critical differences
among target date funds. Powered by data from Morningstar — an unbiased,
trusted source of fund research — the enhanced Target Date Compass continues
to help plan sponsors determine which target date funds fit their plans'
goals.

Thousands of advisors use Target Date Compass to help their plan sponsor
clients narrow the growing array of fund choices. The program asks plan
sponsors to consider important plan criteria including objectives, risk
tolerance, demographics and expected participant behavior. Based on their
answers, plan sponsors are directed to one of four areas on the Target Date
Compass "Quadrant Map." This allows plan sponsors to concentrate on a group
of funds that are likely to match the plan's goals and objectives.

"More than anything, Target Date Compass aims to facilitate the critical
conversations that plan sponsors need to have with their advisors about which
target date funds are right for their participants," said Catherine Peterson,
Global Head of Insights Programs at J.P. Morgan Asset Management. "These
conversations, along with custom reports from the Target Date Compass, are
likely to have a critical impact on the fund selections that plan sponsors
ultimately make."

The need for such a program is more critical than ever. Not only do target
date funds represent 70 percent of net new flows into defined contribution
plans, according to Callan Investment Institute, but this growth has led to a
multiplicity of fund choices, making decisions for plan sponsors even more
complex. 

Just as important is how this innovative program can help plan sponsors meet
or exceed their fiduciary responsibilities for target date fund evaluation and
selection. "In a world of evolving target date fund strategies, it's not only
critical for plan sponsors to make prudent target date fund selections, it's
also a legal requirement," said Michael Falcon, J.P. Morgan Asset Management's
Head of Retirement. "Offering such a program is just one of the many ways that
J.P. Morgan can help plan sponsors and their advisors make more-informed
decisions."

About J.P. Morgan Asset Management – Retirement

J.P. Morgan Retirement, part of J.P. Morgan Asset Management, is a leading
provider of comprehensive retirement solutions and is dedicated to improving
individual retirement outcomes. The group has defined contribution assets
under management of $118 billion, as of March 31, 2014. In addition, J.P.
Morgan Retirement Plan Services provides bundled recordkeeping services to
more than 660 clients and 2 million plan-level participants, representing
approximately $175 billion in retirement plan assets, as of March, 31, 2014. 

About J.P. Morgan Asset Management

J.P. Morgan Asset Management, with assets under management of $1.6 trillion,
is a global leader in investment management. J.P. Morgan Asset Management's
clients include institutions, retail investors and high net worth individuals
in every major market throughout the world. J.P. Morgan Asset Management
offers global investment management in equities, fixed income, real estate,
hedge funds, private equity and liquidity. JPMorgan Chase & Co. (NYSE: JPM),
the parent company of J.P. Morgan Asset Management, is a leading global asset
management firm with assets of approximately $2.4 trillion and operations in
more than 60 countries. Information about JPMorgan Chase & Co. is available
at www.jpmorganchase.com.

SOURCE J.P. Morgan Asset Management

Website: http://www.jpmorganchase.com
Contact: Gregory Roth 212-622-4332 gregory.roth@jpmorgan.com
 
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