J.P. Morgan Asset Management – (RK)

Firm Profile

Retirement Link is a full-service retirement plan solution designed for plans with $500,000 to $100+ million in assets and puts the breadth of J.P. Morgan’s investment capabilities, thought-leadership and tools at advisors’ fingertips to help them deliver stronger plans at lower costs.

KEY CONTACTS
Sales: Michael Miller, (727) 284-7825, michael.d.miller2@jpmorgan.com

Sales: Charles Cote, 201-679-8840, charlie.cote@jpmorgan.com

WEBSITE www.jpmorganretirementlink.com

PRIMARY MARKET(S) SERVED
$500,000 – $100+ million

# OF PLANS/PARTICIPANTS SERVED BY TYPE
As of 06/30/16
401(k): 454/7,145
403(b): 1/154
Money purchase: 4/580
NQDC: 2/111
Other: 34/7,802

ASSET ALLOCATION FUNDS
J.P. Morgan has 921 unique funds availableon an open architecture platform.

PLANS BY CHANNEL (Direct/Advisor): 365/134
Platforms used: FASCore/Empower Institutional

ADVISOR SUPPORT SERVICES
External wholesalers focused on advisors: 137
External wholesalers focused on institutional: 6
Internal wholesalers focused on advisors: 109
Internal wholesalers focused on institutional: 5

Compliance support, plan benchmarking, target-date evaluation tools, training for DC plan sales/service, investment committee meetings, 401(k) Fee Comparison Tool

PARTICIPANT SUPPORT SERVICES
Retirement income estimates/projections, rollover services, call center support, smartphone access to participant balances, smartphone transaction access for participants, On-site enrollment and education meetings.

PLAN SPONSOR SUPPORT SERVICES
Plan analytics including retirement income score, participation rate, asset allocation; Retirement readiness scorecard; quarterly plan review; quarterly investment review; annual business plan; on-demand compliance testing and a robust plan sponsor website.