Fiduciary Responsibility
Being a fiduciary is a serious undertaking with wide-ranging consequences. Others are putting their trust and faith in you to act in their best interest. As a fiduciary of a qualified retirement plan, the Employee Retirement Income Security Act (ERISA) endows you with enormous responsibility and requires that you follow a stringent set of rules.
Our goal is to help you understand what is expected of you as a fiduciary and to provide insights on how to perform your duties to the best of your ability. At times, however, it will require that you seek the advice of someone well versed in the issue(s) at hand. The impact or outcome of your actions is often not immediate, so the use of sound judgment based on the available facts and the input you receive is important. As long as you perform your duties with the best interests of participants and beneficiaries in mind, you will be on solid ground.
With a sound fiduciary foundation as the basis for our strategic consulting framework, Building the Best Plans in America, we believe it is imperative that you have access to our best thinking on current Fiduciary topics. In addition to our best thinking, we provide consultation, tools and resources to our valued clients to assist them in fulfilling their fiduciary responsibilities.
The content within this section is merely a starting point for you to build a knowledge base to help you be a successful fiduciary. We will add content from time to time, so we encourage you to visit the site periodically to see what is new. We hope you find it useful.
To learn more about Total Retirement SolutionsSM, email or call J.P. Morgan at 800-988-9084.
For questions about a personal retirement plan account, email or call J.P. Morgan at 800-345-2345. If your retirement plan is not with J.P. Morgan, contact your employer for that provider's phone number and website.
IRS Circular 230 Disclosure: This communication was written in connection with the potential promotion or marketing, to the extent permitted by applicable law, of the transaction(s) or matter(s) addressed herein by persons unaffiliated with JPMorgan Chase & Co. However, JPMorgan Chase & Co. and its affiliates do not provide tax advice. Accordingly, to the extent this communication contains any discussion of tax matters, such communication is not intended or written to be used, and cannot be used, for the purpose of avoiding tax-related penalties. Any recipient of this communication should seek advice from an independent tax advisor based on the recipient's particular circumstances.