Retirement Investment Solutions

There are different types of participants in every plan. Acknowledging and understanding the behavior of each participant type is critical to evaluating and offering appropriate defined contribution investment solutions. To serve each participants’ investment needs, J.P. Morgan has long been a proponent of a three-tier menu -- each tier aligning to one of the three most common participant types: Delegator, Doer and Sophisticate.

Providing a comprehensive selection of investment choices within this three-tier framework is the first step in helping your participants retire when and how they want to.

To learn more about Total Retirement Solutions^SM, email or call J.P. Morgan at 800-988-9804.

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.