Image-6-2

Everyday 401(k) by J.P. Morgan

Simple, Low-Cost Retirement Plans for Growing Teams

Discover a smarter, streamlined retirement plan for startups and fast-growing businesses—Everyday 401(k) by J.P. Morgan offers simple setup, transparent pricing, and global expertise to help you attract and retain top talent while keeping costs low and operations efficient, empowering you and your employees to achieve the retirement you’ve earned.

Offer

$500 start-up fee waived for new plans!

Everyday 401(k) by J.P. Morgan will waive the $500 start-up fee for new Innovation Economy clients!

How to Redeem

Submit your contact information below, and a J.P. Morgan Asset Management representative will contact you to schedule a consultation.

Our retirement experience

Our legacy of financial leadership goes back to 1799. 91 million customers (consisting of approximately 84 million consumers and approximately 7 million small businesses) have a relationship with JPMorgan Chase & Co. Our team of retirement specialists have been supporting 401(k) plans for over 40 years. We bring a global perspective and dedicated resources to guide businesses offering a 401(k) plan. We know people and we know markets. We have a deep understanding of how people save and spend. We help to manage risk from every angle.

Seamless experience for you

Everyday 401(k) includes integration with dozens of leading payroll providers. Our Core and Plus Packages INCLUDE 3(16) administrative services. This means we prepare and file your Form 5500, conduct year-end testing for you, deliver annual notices and more. You’ll have an assigned Client Success Manager to ensure dedicated servicing with a high tech, high touch experience.

Efficient pricing

Our fees are competitive and fully transparent. Our most popular start-up plan is $100/month plus $6/participant per month (and there is a $500 start-up fee). We offer access to the lowest cost investment share class without any minimums. Our start-up fee, which we will waive for new Innovation Economy clients, includes online financial wellness and education for your employees.

Valuable Tax Credits

Unlock significant tax incentives—including up to $5,000/year for startup and administrative costs, $500/year for auto-enrollment, and up to $1,000/employee annually for employer contributions—making quality retirement benefits more affordable for your business.
Image-6-4
website-logo-JPMAM 4

ABOUT EVERYDAY 401(k) BY J.P. MORGAN
Everyday 401(k) is a recordkeeping service available to customers. This service is provided by JPMorgan Invest Holdings, LLC (JPMIH). After enrolling in the service, customers are directed to J.P. Morgan Asset Management for investments. All investments made will be tracked by the recordkeeping service.

This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, investment, accounting, legal or tax advice. It is educational in nature and not designed to be a recommendation for any specific investment product, strategy, plan feature or other purposes. The information is shown for illustrative purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security.

Certain recordkeeping and related services for plans may be provided on behalf of JPMIH by Vestwell Holdings Inc.

Vestwell Holdings Inc. provides various fiduciary and non-fiduciary services on its proprietary recordkeeping platform to support tax-qualified retirement plans. To learn more about Vestwell Holdings Inc. and its services, please visit vestwell.com.

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

If you are a person with a disability and need additional support in viewing the material, please call 1-800-343-1113 for assistance.

Telephone calls and electronic communications may be monitored and/or recorded.

Personal data will be collected, stored and processed by J.P. Morgan Asset Management in accordance with our privacy policies.