401(k) fee comparison tool
Leverage our 401(k) fee comparison tool to help you compare your clients’ current fees and discover potential savings.
Gather these materials and get an analysis within five business days.
1. Retirement plan provider's current 408(b)(2) fee disclosure statement.
2. Retirement plan’s current investment line-up with asset levels.
Better assess your retirement plan fees
J.P. Morgan offers a 401(k) Fee Comparison Analysis to help you better assess your retirement plan's fees. Our analysis will help you compare your plan's pricing against industry averages, sourced from the 401(k) Averages Book¹, and J.P. Morgan Retirement Link's pricing under several scenarios of your choice.
Build stronger plans while lowering costs
Help put your plan participants on a more secure retirement path. Retirement Link is a full-service retirement plan solution for defined contribution plans with $500,000 to $100+ million in assets. We put the breadth of J.P. Morgan Asset Management's capabilities at your fingertips to deliver stronger plans at lower costs.
1 Average 401(k) plan fees are sourced from ©401(k) Averages Book. All rights reserved. 401(k) Averages Book shall not be liable for any errors or delays in the content, or for any actions taken in reliance thereon.
By requesting an analysis, you agree that the scenarios and other data included in the 401(k) Fee Comparison Analysis are for your general information only and are not a recommendation, solicitation of a transaction or impartial investment advice. You further agree that all the information you provide in this form will be retained by J.P. Morgan.
Certain recordkeeping and administrative services for plans may be provided on behalf of JPMorgan Invest Holdings LLC (J.P. Morgan) by Empower Retirement, LLC (Empower Retirement). Securities transactions are effected by an affiliate of Empower Retirement: GWFS Equities, Inc. (GWFS), a registered broker-dealer and member of FINRA. Representatives of GWFS are not registered investment advisors and cannot offer financial, legal or tax advice. GWFS and Empower Retirement are independent entities and are not affiliated with J.P. Morgan. If retirement brokerages services are available in the Plan, those services are offered by Charles Schwab & Co, Inc. (Schwab). Schwab receives fees for providing these services and is not affiliated with J.P. Morgan, Empower Retirement or GWFS.
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