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At J.P. Morgan Retirement Plan Services , we work together as a team to understand your plan and then deliver service excellence across the entire client relationship. Through direct offerings and alliances with other best-in-class providers, J.P. Morgan Retirement Plan Services integrates services for defined contribution, defined benefit, defined compensation and stock-based plans to give your employees a comprehensive picture of all available retirement benefits.
A strategic relationship manager will serve as your primary point of contact and work directly with you to address all of your specific needs and goals. Our relationship managers bring an average of 16 years of ERISA consulting experience and work within a diverse team that includes client services, employee communications, operations, participant services, technical consulting, legal, and investment management
The program begins with a plan for the optimal conversion of your plan to J.P. Morgan Retirement Plan Services, including the option of a "no-blackout" conversion of your defined contribution plan. Then, on an ongoing basis, administrative and investment performance are reviewed with you and measured against the goals and objectives you have established for the year.
Investment Solutions
Within our open-architecture platform, we can offer proprietary investment options with multiple vehicles, including: institutional and retail mutual funds, and commingled and separate accounts. In addition, we help clients access a variety of outside investment choices through relationships with more than 140 fund distributors. We work with you to review all of these products and to determine the unique mix of options that best suits your plan and your participants.
To learn more about our recordkeeping capabilities, contact Terance Takyi at 212.648.2523 or email us at DCIO_Institutional_Sales@JPMorgan.com.
For questions regarding your personal 401k plan, please contact your 401k plan provider or visit us at www.retireonline.com.