What is a 401(k) plan? ¿Qué es un plan 401(k)?
Translated into Spanish, participants can watch a video to learn how a 401(k) plan works, the tax benefits, and how to maximize savings for a more a secure retirement.
Communication and Education Library
Help get your participants on the retirement path they’ve earned with communication and education resources from J.P. Morgan Retirement Link℠
Explore participant education campaigns
Click "+" to find videos, flyers and ready-to-go emails to share with your employees on important retirement topics.
Retirement Tools & Resources
Encourage your employees to learn about the retirement resources available and where to access them online.
- Video Spotlight: A tour of our digital resources (2 min)
- Ready-to-go Email
Election & investment education resources
Whether your employees are new to investing or experienced investors, we have curated a range of election and investment resources for you to consider sharing.
- Video Spotlight: Investing Basics (6 min)
- Principles for successful long-term investing
- 2024 Election Insights
Retirement account statements at-a-glance
Statements are important documents yet can be difficult to understand. Let us help provide clarity to this complex topic.
- Video Spotlight: Watch the video: Understanding your retirement account statements (6 min)
- Ready-to-go Email
Retirement Check-in
Encourage employees to assess their financial goals, make adjustments, and ensure their plan aligns with their current circumstances and future objectives.
- Video Spotlight: Automate your retirement savings (4 min)
- Flyer
- Ready-to-go Email
Explore Roth 401(k)
If Roth contributions are an available contribution type in your plan, encourage your employees to learn more about the benefits of Roth contributions.
- Video Spotlight: Roth Explained (6 min)
- Flyer
- Ready-to-go Email
Designate your beneficiary
Encourage your employees to designate a beneficiary for their retirement account and review the designation periodically.
- Video Spotlight: Designate your beneficiary (5 min)
- Flyer
- Ready-to-go Email
Participant email library
Choose a topic and send an email to your participants today
Access your retirement plan account today (onboarding reminder)
Now that your participant’s plan has moved to J.P. Morgan, your participant has full access to their account to check their balance and take action to get on a more secure retirement path. Help your participants get engaged with their retirement plan.
Enroll in your retirement plan
Participating in a retirement plan is one of the easiest and most effective ways to get on a more secure retirement path. Encourage your participants to invest in their future and enroll in their plan.
Designate your retirement plan beneficiary today
Selecting a beneficiary is an important step in setting up a participant retirement account. Inform your participants of the benefits of designating a beneficiary.
How-to education videos to help take action in your retirement plan
Help your participants enroll in their plan, designate their beneficiary and change their contributions with these short how-to education videos.
Understand your retirement plan contribution options
Understanding the difference between saving pre-tax and/or on a Roth 401(k) basis is important. Help your participants determine the best option and ways they can make Roth 401(k) contributions to their retirement plan account.
Take advantage of company match
Participants deserve to collect all the benefits they are eligible to receive to increase their retirement savings. Inform your participants of the benefits of company match and help them increase their contribution to get the match.
Increase your retirement savings contribution today
Increasing contributions by 1-2% on an annual basis is a great way to get participants on a more secure retirement path. Help your participants sign up to automatically increase their annual contribution percentage in 4 easy steps.
Receive retirement account documents electronically
Encourage your participants to update their account profiles to receive their retirement account documents electronically.
Protect your identity
Provide your participants with quick tips to protect against cyber security fraud.
If your plan offers JPMorgan SmartRetirement Funds
Educate your participants on how to use the SmartRetirement withdrawal calculator which provides an estimate, adjusted based on research and market conditions, of how much to spend each year of retirement.
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