J.P. Morgan Retirement Link Continues Momentum with Small- and Mid-Market Recordkeeping Services, Expands Offering to Address the Needs of the Micro-Market

NEW YORK, June 1, 2016 /PRNewswire/ -- J.P. Morgan Retirement Link, J.P. Morgan Asset Management's award-winning, bundled defined contribution plan offering, continues its momentum with steady growth in the advisor-sold marketplace and an expanded offering designed to address the needs of small- and mid-market clients with assets from $1M to over $50M in search of a full suite of retirement services. Retirement Link's growth strategy includes an enhanced enrollment experience and access to educational tools and resources for participants and plan sponsors, as well as new additions to its dedicated team of defined contribution professionals.

"Retirement Link is our comprehensive solution for addressing the retirement plan needs of organizations with retirement assets from $1M to over $50M," said Andrea Lisher, Head of North America, Global Funds, J.P. Morgan Asset Management. "The platform helps provide the depth of J.P. Morgan Asset Management's investment capabilities at competitive fees to give our clients unmatched value. We remain committed to providing superior recordkeeping services to the small- and middle-market and are excited to sharpen our focus on the rapidly growing micro-market."

"Our recordkeeping services have grown considerably over the past two years with more than a 10% annual increase in participants and more than an 11% annual increase in assets under management," continued Brant Wong, Head of Retirement Strategy and Retirement Link, J.P. Morgan Asset Management. "As a bundled recordkeeper, we believe the participant behavior intelligence we gather allows us to be a better DCIO partner to platforms and advisors alike. We are proud of the retirement business we have built over the past decade through our best-in-class service and will continue deepening our capabilities that add the greatest value to participants, plan sponsors and their advisors."

In addition to its focused micro-market offering, Retirement Link now provides a larger variety of resources through its seasoned team of professionals. Plan sponsors and participants can access a library of interactive tools to help participants prepare for potential challenges such as healthcare 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 Advisors covering the Western, Southeastern and New England/Mid-Atlantic territories – Jason Graeb, Scott Caloway and Scott Wendling.

To learn more about J.P. Morgan Retirement Link please click here, or to learn more about J.P. Morgan Asset Management's leading DC investment strategies, product innovations and resources for advisors and plan sponsors, please click here.

About J.P. Morgan Asset Management
J.P. Morgan Asset Management, with assets under management of $1.7 trillion, is a global leader in investment management. J.P. Morgan Asset Management's clients include institutions, retail investors and high net worth individuals in every major market throughout the world. J.P. Morgan Asset Management offers global investment management in equities, fixed income, real estate, hedge funds, private equity and liquidity. JPMorgan Chase & Co. (NYSE: JPM), the parent company of J.P. Morgan Asset Management, is a leading global asset management firm with assets of approximately $2.4 trillion and operations in more than 60 countries. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.

J.P. Morgan Asset Management is the marketing name for the asset management businesses of JPMorgan Chase & Co. and its affiliates worldwide.

SOURCE J.P. Morgan Asset Management

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