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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.
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.
1 service while delivering a more secure retirement
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1 Chatham Partners Satisfaction Survey, 2023. 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. Chatham Partners 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 Chatham Partners started reporting the Customer Experience score in 2019.
2 Relationship Managers average 23.9 years of industry experience; 16.5 years with J.P. Morgan, June 30, 2023. 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.