Price Smart: 401(k) Pricing Proposal - J.P. Morgan Asset Management
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Price Smart: 401(k) Pricing Proposal

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Show your clients how much they can save by using J.P. Morgan Retirement LinkSM

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Compare our pricing vs. current 401(k) fees to see how much your clients could save—in dollars and percentages.

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Present bundled or TPA pricing for multiple scenarios; customize additional services to meet client needs.

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RETIREMENT LINK

Lower costs. Stronger plans.

Designed for 401(k) plans with $500,000 to $100+ million in assets.

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TARGET DATE COMPASS

5 questions to find the right target date fund

Evaluate target date funds with greater confidence.

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TARGET DATE FUNDS. Target date funds are funds with the target date being the approximate date when investors plan to start withdrawing their money. Generally, the asset allocation of each fund will change on an annual basis with the asset allocation becoming more conservative as the fund nears the target retirement date. The principal value of the fund(s) is not guaranteed at any time, including at the target date.