FOUR IMPORTANT WAYS WE HELP OUR CLIENTS ACHIEVE STRONGER PLANS
FEATURED INSIGHTS & TOOLS
AWARDS AND ACCOLADES
ASSET MANAGER WITH
2 TARGET DATE SERIES
CONTACT US TO LEARN MORE ABOUT RETIREMENT LINK
1Chatham Partners Satisfaction Survey, 2019. 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, Account Management.
2J.P. Morgan Asset Management, data as of 12/31/19; 99% client retention ratio (as of 12/31/18) excludes uncontrollable client losses (e.g. bankruptcy, mergers & acquisitions, etc.)
3Relationship Managers average 26 years of industry experience; 16 years with J.P. Morgan, April 2019. 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.
4Investment Management Education Alliance Star Awards, 2014 through 2019, including Overall Retirement Communications.
5Source: Morningstar, US Fund Target Date categories. Analyst rating as of 3/15/19; applies to SmartRetirement and SmartRetirement Blend mutual funds only.