J.P. Morgan Retirement Link, J.P. Morgan Asset Management’s bundled defined contribution (DC) plan platform has expanded to address the needs of small- and mid-market clients with assets from $1 million to more than $50 million in search of a full suite of retirement services.
When the platform launched, it delivered bundled recordkeeping solutions for small to mid-sized retirement plans with assets up to $40 million.
Retirement Link now provides a larger variety of resources through its team of professionals. Plan sponsors and participants can access a library of interactive tools to help participants prepare for potential challenges such as health care costs in retirement, college savings and withdrawing from Social Security. The platform has also updated its enrollment experience by providing customized features unique to each plan and participant to help plan sponsors communicate with participants beyond investment advice.
To provide customers with access to these tools and continue its level of personalized service, the group has grown in 2016 welcoming a new head of sales for Retirement Link, Charlie Cote, and three new client advisers covering the Western, Southeastern and New England/Mid-Atlantic territories—Jason Graeb, Scott Caloway and Scott Wendling.Retirement Link also has a mobile portal.