Frequently Asked Questions
Contact us to learn more about Retirement Link, call 844-Link-JPM
Empowering participants to plan, save and invest for their futures
At J.P. Morgan, we believe stronger retirement outcomes start with deeper insights, and we actively share the breadth of J.P. Morgan Asset Management insights to help plan participants make more informed decisions. With personalized communications, instructional webcasts and interactive digital tools, we offer a comprehensive array of education designed to help participants achieve their retirement goals.
Providing clients with best-in-class1 service
We are committed to keeping plan sponsors informed of the latest trends in today’s changing retirement landscape. We do this by proactively sharing our insights, research papers and interactive website.
Help explain the benefits of Retirement Link to your clients
For your clients looking for a Solo 401(k), a start-up 401(k) or to move a current 401(k) with $2,000,000 in assets or less, consider Everyday 401(k) by J.P. Morgan.
Accolades
4th consecutive recognition: #1 in Client Experience1
92% Satisfaction Rate among plan sponsors¹
The 2025 NAPA Advisors’ Choice Award recognizing J.P. Morgan as a Top 5 Small Market Recordkeeper.5
The 2024 NAPA Advisors’ Choice Award recognizing J.P. Morgan as a Top 5 Mid-Market Recordkeeper.6
Learn more about Retirement Link
Call us at 844-LINK-JPM (1-844-546-5576)
1 NMG, formerly known as Chatham Partners, Satisfaction Survey, 2025.. Scores reflect clients who provided 7/6 on a 7-point scale. When evaluating DC providers, a top 2 box rating of 85% or greater corresponds to best-in-class rating. NMG is a market research/consulting firm offering custom lifecycle-oriented research to the financial services industry. Their independent third-party research tracks J.P. Morgan’s effectiveness in delivering client service to retirement client’s and benchmarks J.P. Morgan’s standing relative to other mid- and small-market defined contribution providers. Retirement Link has been #1 since NMG started reporting the Customer Experience score in 2019.
2 Relationship Managers average 26 years of industry experience; 15 years with J.P. Morgan, June 30, 2025. There can be no assurance that the professionals currently employed by J.P. Morgan Asset Management will continue to be employed by J.P. Morgan Asset Management or that the past performance or success of any such professional serves as an indicator of such professional's future performance or success.
3 J.P. Morgan Retirement Link and Empower tradable funds list.
4 JPMorgan Asset Management (JPMAM) was honored with the 2025 Pensions & Investments’ Eddy Awards on March 11, 2025, recognizing our performance in the calendar year 2024 across three categories: Ongoing Investment Education, Conversions and Financial Wellness. Please note that the number of entries was not disclosed to JPMAM, and a submission fee was required for participation. It is important to understand that receiving this award does not guarantee future performance results.
5 The 2025 NAPA Advisors’ Choice Award surveys National Association of Plan Advisors (NAPA) members on recordkeeping services in five market segments across 13 different service categories. On September 8, 2025, NAPA included J.P. Morgan in the micro and small market segment (defined as plans under $1 million and plan with between $1 Million and $10 Million in assets) in 7 of the 13 service categories. No fees were paid for the recognition. NAPA began the Advisors’ Choice survey in 2021.
6 The 2024 NAPA Advisors’ Choice Award surveys National Association of Plan Advisors (NAPA) members on recordkeeping services in five market segments across 13 different service categories. On September 6, 2024, NAPA included J.P. Morgan in the mid-market segment (defined as plans with between $10 Million and $100 Million in assets) in 8 of the 13 service categories. No fees were paid for the recognition. NAPA began the Advisors’ Choice survey in 2021.