Price Smart℠ - J.P. Morgan Asset Management
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RETIREMENT PLAN TOOLS & RESOURCES

Price Smart℠

Show your clients how much they can save by using J.P. Morgan Retirement Link℠
Create a pricing proposal

MORE RETIREMENT PLAN TOOLS & RESOURCES

Instantly run custom 401(k) pricing proposals

Determining 401(k) plan costs shouldn’t cost you a lot of time or effort. With Price Smart from Retirement Link, simply enter plan assets and the number of participants to instantly generate custom pricing proposals for your clients.

Identify potential cost savings

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

Tailor proposals to each plan

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

Get instant results

Gain secure, 24/7 access to plan quotes on demand; save and manage proposals online to make updating quick and easy.


Run a 401(k) Pricing Proposal

Create a pricing proposal

TARGET DATE FUNDS: Target date funds are funds with the target date being the approximate date when investors plan to retire. 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.