Why Retirement Link℠?
Best-in-class¹ service
Dedicated relationship managers averaging 26 years industry experience develop strategic business plans focusing on achieving plan goals2
Competitive Pricing
Cost savings and access to zero-revenue funds
Broad and proven investment capabilities
Open architecture platform with 19,000+ funds3 from 300+ investment managers with no proprietary fund requirements
Stronger participant outcomes
Award-winning3 financial wellness communications to help employee plan, save and invest
Contact us to learn more about Retirement Link, call 844-Link-JPM
Help explain the benefits of Retirement Link to your clients
Resources for sponsors and participants
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.
Insights and resources to help plan sponsors build stronger plans for their employees
Interactive website experience to help ease administrative burden
Empowering participants to plan, save and invest for their futures
We believe stronger retirement outcomes start with deeper insights actively shared with participants to help them 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.
Help clients achieve their financial wellness goals
Help explain the benefits of Retirement Link to your clients
Offers a personalized digital experience in both English and Spanish
Contact us
Learn more about Retirement Link. Call us at 844-LINK-JPM (1-844-546-5576)
For smaller plans or for start-up plans:
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
NMG consulting awards 2025