Introduction
J.P. Morgan Asset Management
retirementlink.jpmorgan.com/login.doAssets ($MM) by Plan Type | ||||
---|---|---|---|---|
Ranked #46 | $5,932 | |||
401(k) | $5,702 | |||
403(b) | $11 | |||
457 | $0 | |||
NQDC | $1 | |||
All Other | $218 |
Participants by Plan Size | ||||
---|---|---|---|---|
Ranked #50 | 94,398 | |||
<$10MM | 25,204 | |||
$10MM – $50MM | 51,351 | |||
>$50MM – $200MM | 17,843 | |||
>$200MM – $1BMM | 0 | |||
>$1B | 0 |
Service Offerings | |
---|---|
New client restrictions | Minimum $1.5 million in plan assets for bundled solution, $0.5 million in plan assets for TPA solution |
Multiple service models | Yes |
Offers corporate trustee services | Yes |
Internal ERISA counsel | 4 |
Will act as §3(16) fiduciary | No |
Participant Services | |
---|---|
Call center hours | Weekdays: 8 a.m. - 10 p.m. ET Saturday: 9 a.m. - 5 p.m. ET |
Online chat support | No |
Mobile app | No |
Managed account options | Morningstar/Ibbotson |
Retirement Income | |
---|---|
Displays retirement income estimate on statements | No |
Offers in-plan guaranteed retirement income products | No |
Offers out-of-plan annuity bidding service | No |
Recordkeeping Platform Empower Institutional |
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*Data has been updated/revised since initial publication in PLANSPONSOR magazine. |