LET'S TACKLE RETIREMENT
THREE IMPORTANT WAYS WE HELP OUR CLIENTS ACHIEVE STRONGER PLANS
2. Broad and proven investment capabilities
3. Best-in-class1 service
RETIREMENT LINK IS REDEFINING RETIREMENT
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Retirement Link among top plan sponsor brands
According to the 2016 Retirement Planscape study by Cogent Reports at Market Strategies International, we’re among the top ten brands most considered by plan sponsors who are likely to switch providers.
Retirement Link helps prepare participants for retirement challenges
Our interactive tools help participants prepare for potential challenges in retirement.
How to tackle retirement in this changing environment4
Charlie Cote, Head of Retirement Link Sales, discusses the retirement plan landscape and how advisors can help plan sponsors tackle retirement.
Help your clients discover potential savings
Our 401(k) Fee Comparison Analysis can help you better assess your retirement plan's fees. This analysis will help you compare the pricing of your plan against industry averages, sourced from the 401(k) Averages Book4, and J.P. Morgan Retirement Link pricing under several scenarios of your choice.
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EMPOWER BETTER DECISIONS
Insights and resources to help sponsors guide participants as they save and invest for retirement
1Chatham Partners Satisfaction Survey, 2015. 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, Good value for the money.
2J.P. Morgan data as of 9/30/16.
3Relationship Managers average 25 years of industry experience; 15 years with J.P. Morgan, 2016. 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.
4© 401(k) Averages Book.