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From Many to One An Integrated Benefits Platform Focused On Financial Wellness

The Challenge

Simplify: Bring multiple plans together on an integrated benefits platform
  • Large company with many heritage organizations and ten different plans spread across three providers
  • Bring together all plans on a single benefits platform that provides employee account and benefits information all in one place 
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Daniel Oldroyd
Daniel Oldroyd
Client Portfolio Manager, Multi-Asset Solutions

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Our Approach

Leverage: Knowledge and resources of a global financial leader
  • Develop  integrated plan, investment, administration and communication solutions that focus on providing overall financial wellness
  • Connect key decision-makers with investment and plan design experts through multiple touch points
  • Work closely with the advisor during the search  and selection process
  • Showcase the depth of data and information management provided through J.P. Morgan’s administration and recordkeeping services for DC plans
    • On site demonstration of participant and sponsor technology, tools and resources
    • Ability to deliver tailored participant communications based on data
  • Maintain ongoing dialogue to advance discussions and build the relationship
    • Provide access and availability to answer questions and be a resource throughout the manager evaluation and selection process
    • Capitalize on business expertise and firmwide resources across J.P. Morgan’s investment bank, treasury and finance groups

The Solution

Deliver: Improve outcomes by streamlining investment solutions
and participant communications
  • Present Retirement Plan Services comprehensive offering for recordkeeping and administration services
  • Successfully introduce SmartRetirement Target Date Funds as a highly viable investment solution and educate participants on target date investing through a targeted communication program
  • Conduct a re-enrollment into SmartRetirement Target Date Funds (a Qualified Default Investment Alternative)
  • Launch new participant communications program featuring tools such as Audience of One® and Dream Machine

years with
J.P. Morgan