Analysis of the J.P. Morgan Target Date Compass

Los Angeles partners Fred Reish and Bruce Ashton authored a White Paper for J.P. Morgan Asset Management that discusses the responsibilities of fiduciaries (such as plan committee members and company officers with discretion over plan investments) in managing plan assets. The publication analyzes these responsibilities for participant-directed 401(k) plans and explains how the J.P. Morgan Target Date Compass helps fiduciaries meet or exceed their legal obligations.