Large corporations and institutions

Large corporations and institutions

At J.P. Morgan, we offer full-service recordkeeping services for large corporations and institutions with retirement assets of more than $30 million that provide employer-sponsored retirement plans such as defined contribution (DC), defined benefit (DB) and nonqualified plans.

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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