Best-in-class¹ service
Dedicated relationship managers averaging 24+ years industry experience develop strategic business plans focusing on achieving plan goals2
Small to mid-market Retirement Plan Solution
Frequently Asked Questions
Competitive Pricing
Cost savings and access to zero-revenue funds
Broad and proven investment capabilities
Open architecture platform with 18,000+ funds3 from 300+ investment managers with no proprietary fund requirements
Stronger participant outcomes
Financial wellness communications to help employees plan, save and invest
Contact us to learn more about Retirement Link, call 844-Link-JPM
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.
Help participants achieve their financial wellness goals with insights and tools from J.P. Morgan Asset Management and Chase
Plan participants can access their personalized digital experience in both English and Spanish – anytime, anywhere
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
Providing best-in-class1 service while delivering a more secure retirement
Help explain the benefits of Retirement Link to your clients
Accolades
3rd consecutive recognition: #1 in customer experience¹
95% Satisfaction Rate among plan sponsors¹
The 2024 NAPA Advisors’ Choice Award recognizing J.P. Morgan as a Top 5 Mid-Market Recordkeeper.⁴
Learn more about Retirement Link
Call us at 844-LINK-JPM (1-844-546-5576)
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 24.9 years of industry experience; 16.5 years with J.P. Morgan, June 30, 2024. 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.
4 The 2024 NAPA Advisors’ Choice Award surveys National Association of Plan Advisors (NAPA) members on recordkeeping services in five market segments across 13 different service categories. On September 6, 2024, NAPA included J.P. Morgan in the mid-market segment (defined as plans with between $10 Million and $100 Million in assets) in 8 of the 13 service categories. No fees were paid for the recognition. NAPA began the Advisors’ Choice survey in 2021.