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 $3 million to $30 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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To learn more about our retirement capabilities click here or contact us at (877)576-4632

Using the right yard stick? Find out how plan sponsors are measuring the success of their plans.

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See how J.P. Morgan is helping individuals and their advisors achieve better retirement outcomes.

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