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    1. Retirement Plan Solutions

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    Retirement plan solutions

    • Two decades of participant savings and spending research
    • A range of active and passive blend target date funds
    • Two full-service 401(k) plan solutions
    • Retirement Insights
    • Guide to Retirement
    • Retirement Income

    Our approach

    J.P. Morgan is redefining retirement with real-world data and research. Our deep understanding of real saving and spending behavior enables us to help people at any point of their retirement journey.

    Real-world data and research informs product design

    Two decades of research and the savings and spending behavioral data of millions of participants drive our investment decisions and the retirement plan solutions we offer our clients.

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    1.4 million

    Defined contribution participants across 4,500 plans¹

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    23 million

    Defined contribution and IRA accounts through collaboration with EBRI²

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    63 million

    Chase banking households³

    Helping real people throughout their entire retirement journey

    With JPMorgan SmartRetirement® Funds, plan participants get a target date strategy built around real-life behavior. It's an all-in-one solution for anyone at any point on their retirement journey.

    Download the brochure
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    Featured Products

    SmartRetirement Funds

    J.P. Morgan's target date mutual funds - including an actively-managed series and a passive blend series - provide an all-in-one solution for any point of a participant's retirement journey.

    Explore the funds

    SmartRetirement Blend Funds

    A target date fund series providing an all-in-one solution for any point of a participant’s retirement journey. Invests in both actively- and passively-managed strategies.

    Learn more

    JPMCB SmartRetirement Passive Blend DRE Funds

    A target date series of commingled funds comprised of both active and passive strategies and providing exposure to direct real estate.

    Learn more

    Full-service 401(k) Plan Solutions

    J.P. Morgan Retirement LinkSM

    401(k) and 403(b) plans for small to mid-market businesses.

    Learn more >

    Everyday 401(k) by J.P. MorganSM

    Startup and micro 401(k) plan solutions for small businesses.

    Learn more >

    Featured Retirement Plan Tools

    Target Date Compass®

    Evaluate and select target date funds.

    Compare target date funds

    Core Menu Evaluator

    Analyze and compare core menu investments.

    Compare investments

    Price Smart

    Generate custom 401(k) pricing proposals.

    Create a pricing proposal

    1J.P. Morgan retirement research, 2018-2019.
    2 In 2020, J.P. Morgan Asset Management formed a research collaboration with the Employee Benefit Research Institute (EBRI). This research draws on their joint database of IRA and 401(k) accounts that is maintained in partnership with the Investment Company Institute (ICI). In an ongoing collaborative effort, EBRI and ICI maintain the EBRI/ICI Participant-Directed Retirement Plan Data Collection Project, the largest, most representative repository of information about individual 401(k) plan participant accounts.
    3 JPMorgan Chase Bank, N.A. (Chase) is proud to serve nearly half of America's households with a broad range of financial services. For more information, visit our website: https://www.chase.com/digital/resources/about-chase.

    TARGET DATE FUNDS: The JPMorgan SmartRetirement Funds are target date funds with the target date being the approximate date when investors plan to retire. 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. TDFs may suffer investment losses, including near or following retirement. There is no guarantee that the TDF will provide adequate retirement income.

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    For more information, please call or email us. You can also contact your J.P. Morgan representative.

    jpmam.info@jpmorgan.com

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    This website 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 personal financial, legal, tax and other professionals that take into account all of the particular facts and circumstances of an investor's own situation.

     

    Opinions and statements of financial market trends that are based on current market conditions constitute our judgment and are subject to change without notice. We believe the information provided here is reliable but should not be assumed to be accurate or complete. The views and strategies described may not be suitable for all investors.

     

    INFORMATION REGARDING MUTUAL FUNDS/ETF: Investors should carefully consider the investment objectives and risks as well as charges and expenses of a mutual fund or ETF before investing. The summary and full prospectuses contain this and other information about the mutual fund or ETF and should be read carefully before investing. To obtain a prospectus for Mutual Funds: Contact JPMorgan Distribution Services, Inc. at 1-800-480-4111 or download it from this site. Exchange Traded Funds: Call 1-844-4JPM-ETF or download it from this site.

     

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    The Commingled Pension Trust Funds of JPMorgan Chase Bank N.A. are collective trust funds established and maintained by JPMorgan Chase Bank, N.A. under a declaration of trust. The funds are not required to file a prospectus or registration statement with the SEC, and accordingly, neither is available. The funds are available only to certain qualified retirement plans and governmental plans and is not offered to the general public. Units of the funds are not bank deposits and are not insured or guaranteed by any bank, government entity, the FDIC or any other type of deposit insurance. You should carefully consider the investment objectives, risk, charges, and expenses of the fund before investing.

     

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