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    Small to mid-market Retirement Plan Solution

    J.P. Morgan Retirement Link

     

    Build stronger 401(k) and 403(b)
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    Why Retirement Link? Financial wellness Plan Sponsor Resources
    Why Retirement Link?

    Best-in-class1 service

    Dedicated relationship managers averaging 29+ years industry experience develop strategic business plans focusing on achieving plan goals​2

    Competitive Pricing

     

    Cost savings and access to zero-revenue funds

    Broad and proven investment capabilities

    Open architecture platform with 14,000+ funds from 200+ investment mangers with no proprietary fund requirements

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    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. 

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    AWARDS AND ACCOLADES

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    1 Chatham Partners Satisfaction Survey, 2021. Scores reflect clients who provided 7/6/5 on a 7 point scale. When evaluating DC providers, a top 2 box rating of 85% or greater corresponds to best-in-class rating. 8 out of the top 14 DC providers are incorporated into this survey. Best-in-class rating for Overall Satisfaction, Relationship Management, Investment Services, Participant Services, Plan Sponsor Services.

    2 Relationship Managers average 29 years of industry experience; 23 years with J.P. Morgan, December 31, 2022. 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 Investment Management Education Alliance Star Awards, 2014 through 2019, including Overall Retirement Communications.

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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.

     

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