Retirement Plan Services

J.P. Morgan Retirement Plan Services provides fully bundled defined contribution and defined benefit services and is the United States’ eighth-largest defined contribution recordkeeper.*

Our vision is to be the best provider of retirement and investment solutions — for every client and each individual — and to demonstrate this through operational excellence, industry-leading innovation and people who make a difference.

Plan sponsor satisfaction is integral to our company’s vision. We strive to enhance plan sponsor satisfaction by providing personalized services and consultation.

Using our Best Plans in America strategic consulting framework, we work to ensure we are having relevant conversations with plan sponsors about the things that matter most.  We first focus on a sponsor’s objectives and needs, then we discuss the plan design, funding, administration and participant communication elements to address any issues.

Audience of One^®, our participant communication and education philosophy, is based on a belief that an effective communication program must speak to each participant as a unique individual. Our ultimate goal is to help participants answer the question, “Am I on track to live comfortably through retirement?”

For questions about your personal retirement plan, contact J.P. Morgan Retirement Plan Services at 800-345-2345 or call your retirement plan provider.

J.P. Morgan Asset Management is the marketing name for the investment management businesses of JPMorgan Chase & Co. and its affiliates worldwide. Those businesses include, but are not limited to J.P. Morgan Chase Bank, N.A., J.P. Morgan Investment Management Inc., Security Capital Research and Management Incorporated and J.P. Morgan Alternative Asset Management, Inc.