Small to mid-market Retirement Plan Solution
Dedicated relationship managers averaging 25+ years industry experience develop strategic business plans focusing on achieving plan goals2
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
Stronger participant outcomes
Award-winning3 financial wellness communications to help employees plan, save & invest
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.
AWARDS AND ACCOLADES
Rated Gold by Morningstar4
AWARDED TO ENTIRE SERIES
Rated Silver by Morningstar5
AWARDED TO ENTIRE SERIES
6X AWARD WINNER
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 26 years of industry experience; 18 years with J.P. Morgan, April 2020. 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.
4Morningstar, US Fund Target Date categories. Analyst rating as of 10/4/21; applies to the SmartRetirement Blend R6 mutual funds.
5 Morningstar, US Fund Target Date categories. Analyst rating as of 10/4/21; applies to the SmartRetirement R6 mutual funds.
Morningstar Analyst Rating™ is not a credit or risk rating. It is a subjective evaluation performed by various Morningstar, Inc. subsidiaries (“Manager Research Group”) which, in the U.S., is Morningstar Research Services LLC, registered with and governed by the U.S. Securities and Exchange Commission. Funds are evaluated based on five key pillars — process, performance, people, parent and price — to determine how they may likely perform relative to a benchmark over the long term on a risk-adjusted basis. The Analyst Rating scale is Gold, Silver, Bronze, Neutral, Negative. A rating of Gold, Silver or Bronze reflects the expectation of a fund’s prospects for outperformance. The expectations and methodologies differ between active and passive funds. Analyst Ratings ultimately reflect the Manager Research Group’s overall assessment, are overseen by an Analyst Rating Committee and are continuously monitored and reevaluated at least every 14 months.
For more details about Morningstar’s Analyst Rating, including its methodology, go to https://shareholders.morningstar.com/investor-relations/governance/Compliance-- Disclosure/default.aspx
The Morningstar Analyst Rating should not be used as the sole basis in evaluating a fund, involves unknown risks and uncertainties which may cause the Manager Research Group’s expectations not to occur or to differ significantly from what they expected, and should not be considered an offer or solicitation to buy or sell the fund.