In the News

• J.P. Morgan Retirement Plan Services Introduces Mobile Web Experience for Participants – "Quick Enroll" Feature Eliminates Barriers to Participant Enrollment (June 28, 2012) – J.P. Morgan Retirement Plan Services, a division of J.P. Morgan Asset Management, has launched a mobile device-optimized experience for 401(k) plan participants. In addition to providing access to key account information, the mobile application features a “quick enroll” application targeted to eligible participants.
• J.P. Morgan Asset Management Announces Launch of Retirement Link^SM to serve Small-to Mid-Market Retirement Plans (June 20, 2012) – J.P. Morgan Asset Management today launched Retirement Link, a comprehensive retirement offering with alliance partner FASCore, LLC to provide recordkeeping solutions to the small-to mid-sized retirement plan market.
• J.P. Morgan Asset Management Launches New Retirement Plan Advisor Tool — Plan Design Guide (May 30, 2012) – J.P. Morgan Asset Management today introduced a new tool for retirement plan advisors to help them facilitate thoughtful conversations about 401(k) plan design and enhance plan sponsor decision making processes.
• J.P. Morgan Retirement Plan Services Hires Bill McDermott As Head of Sales and Client Solutions (June 4, 2012) – J.P. Morgan Retirement Plan Services, the retirement plan recordkeeping business of J.P. Morgan Asset Management, today announced that it has hired Bill McDermott in a newly created role as Head of Sales and Client Solutions.
• J.P. Morgan Asset Management Reorganizes Retirement Plan Services Sales Force; Accelerating Delivery of Insights and Solutions for the Advisor Community (Feb. 29, 2012) – J.P. Morgan Asset Management today announced that it has completed a reorganization of its Retirement Plan Services sales force to be fully aligned with retirement plan advisors. Whereas previously the sales and service teams dedicated to retirement plans up to $500 million were organized around market segments, they are now geographically organized around advisors.
• J.P. Morgan Asset Management Introduces Stable Value Fund Enhancement (Feb. 22, 2012) – J.P. Morgan Asset Management today announced an enhancement to its pooled Commingled Pension Trust Fund Stable Asset Income Fund (SAIF)¹ that will seek to ensure that the fund remains open and available to new investors.
• U.S. Retirement Plan Services Launches Online Plan Sponsor Sommunity (June 2, 2011) – J.P. Morgan Retirement Plan Services has launched a new online social media forum called Voice of the Community, an interactive virtual experience for J.P. Morgan plan sponsor clients for plan sponsor clients in the United States.
• David Musto Named CEO of J.P. Morgan Retirement Plan Services (March 30, 2011) – Pam Popp named Head of Retirement Strategic Initiatives.
• J.P. Morgan Asset Management Hires Michael Falcon to Head Retirement Business (Nov. 30, 2010) – J.P. Morgan Asset Management announced that it has hired Michael Falcon as Managing Director and Head of Retirement in the U.S. and Canada.
• J.P. Morgan Retirement Plan Services "Audience of One^SM" Campaigns Awarded for Communications Excellence (Oct. 27, 2010) – J.P. Morgan Retirement Plan Services has earned seven Signature Awards from The Profit Sharing/401k Council of America for excellence in 401(k) plan communication and education.
• J.P. Morgan Survey Reveals Behaviors of 401(k) Participats After Market Volatility (Oct. 15, 2009) – The survey captured participants’ thoughts on retirement readiness, the economic impact on their retirement plan and what investment decisions they made as a result of the market downturn.
• Press releases from J.P. Morgan Asset Management
• Press releases from JPMorgan Chase & Co.

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.

¹ The Commingled Pension Trust Fund Stable Asset Income Fund (SAIF) of JPMorgan Chase Bank N.A. is a collective trust fund established and maintained by JPMorgan Chase Bank, N.A. under a declaration of trust. The fund is not required to file a prospectus or registration statement with the SEC, and accordingly, neither is available. The fund is available only to certain qualified retirement plans and governmental plans and is not offered to the general public. Units of the fund are not bank deposits and are not insured or guaranteed by any bank, government entity, the FDIC or any other type of deposit insurance. You should carefully consider the investment objectives, risk, charges, and expenses of the fund before investing.

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.

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.