Which is why our industry leading DC insights and solutions help advisors and plan sponsors achieve their plan goals.


Achieving a secure retirement will take everyone’s efforts – investment managers, advisors, consultants, plan sponsors and employees. J.P. Morgan Asset Management offers a broad range of investment strategies, plan solutions, insights, tools and resources to build retirement plans that help advisors and plan sponsors achieve their retirement plan goals.

Investment Solutions and Insights for Advisors

Helping advisors drive desired outcomes with a broad range of investment strategies and retirement insights and tools.

Learn more about Investment Solutions and Insights for Advisors

Full-Service Plan Solutions

Designed for plans with $500,000 to $100+ million in assets, J.P. Morgan’s Retirement Link helps advisors build stronger retirement plans at lower costs.

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Investment Solutions and Insights for Plan Sponsors

Giving plan sponsors the knowledge and investment strategies to help achieve stronger retirement outcomes.

Learn more about Investment Solutions and Insights for Plan Sponsors

1 PLANADVISER magazine 2016 Retirement Plan Advisor Survey.

2 Chatham Partners Satisfaction Survey, 2017. When evaluating DC providers, a top 2 box rating of 85% or greater corresponds to best-in-class rating. 8 out of the top 14 DC providers are incorporated into this survey. Best-in-class rating for Overall Satisfaction, Relationship Management and Account Management.

This website is a general communication being provided for informational purposes only. It is educational in nature and not designed to be a recommendation for any specific investment product, strategy, plan feature or other purposes. By receiving this communication you agree with the intended purpose described above. Any examples used in this material are generic, hypothetical and for illustration purposes only. None of J.P. Morgan Asset Management, its affiliates or representatives is suggesting that the recipient or any other person take a specific course of action or any action at all. Communications such as this are not impartial and are provided in connection with the advertising and marketing of products and services. Prior to making any investment or financial decisions, an investor should seek individualized advice from a personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor’s own situation.

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


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