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Retirement Insights

2023 Defined Contribution Plan Sponsor Survey Findings*

* A survey of plan sponsors was conducted from 1/9/23-2/28/23 by J.P. Morgan Asset Management, not specific to J.P. Morgan Retirement Link. Additional information regarding methodology and respondent profile can be found within the report.

Explore the report

Source: 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. Average client size of the benchmark is $10.0 and includes competitors in Chatham’s proprietary small market defined as plans from $1 MM to $50 MM in assets.

This website is a general communication being provided for informational purposes only. It is educational in nature and not designed to be a recommendation for any specific investment product, strategy, plan feature or other purposes. By receiving this communication you agree with the intended purpose described above. Any examples used in this material are generic, hypothetical and for illustration purposes only. None of J.P. Morgan Asset Management, its affiliates or representatives is suggesting that the recipient or any other person take a specific course of action or any action at all. Communications such as this are not impartial and are provided in connection with the advertising and marketing of products and services. Prior to making any investment or financial decisions, an investor should seek individualized advice from personal financial, legal, tax and other professionals that take into account all of the particular facts and circumstances of an investor’s own situation.

Certain recordkeeping and administrative services for plans may be provided on behalf of JPMorgan Invest Holdings LLC (J.P. Morgan) by Empower Retirement, LLC. Securities transactions are effected by an affiliate of Empower Retirement, LLC, Empower Financial Services, Inc. (EFSI) a registered broker dealer and member of FINRA. Representatives of EFSI are not registered investment advisors and cannot offer financial, legal or tax advice. EFSI and Empower Retirement, LLC are independent entities and are not affiliated with J.P. Morgan. If retirement brokerage services are available in the Plan, those services are offered by Charles Schwab & Co, Inc. (Schwab). Schwab receives fees for providing these services and is not affiliated with J.P. Morgan, Empower Retirement, LLC or EFSI. 

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