Small- and mid-size businesses

Small- and mid-size businesses

At J.P. Morgan, we leverage our experience in serving America's largest companies to deliver efficient and effective recordkeeping services for employer-sponsored retirement plans of businesses with retirement assets from $1 million to $50 million.

Three key principles guide our efforts in helping plan sponsors and advisors assist participants in reaching their retirement goals:

  • Holistic approach: We take a consultative approach to tackling the goals and challenges of our clients, using an integrated perspective that reflects our unique understanding of the interplay between plan design, investments, administration and communications.
  • Comprehensive capabilities: While our retirement solutions vary from client to client, we draw on a comprehensive array of innovative products and services backed by our best thinking and the full resources of our entire firm.
  • Intellectual capital: We empower our clients with insights, tools and research to inform and create successful retirement plans.



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