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Retirement Solutions
Insight-driven solutions, outcome-oriented focus
Many investment managers view advisors as extensions of their own sales force. At J.P. Morgan, we believe just the opposite. Our best solutions seek to extend and expand your retirement practice, creating potential opportunities to improve outcomes for both you and your clients.
Business-building insights and tools,
based on proprietary research |
Desired outcome:
Generate new business
Leverage our best thinking to start conversations and close deals |
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- Access a leading-edge research team with thought leadership used to design products, develop sales tools, deliver value and differentiate advisors
- Gain unique perspectives into issues affecting DC plan outcomes — plan design, investment selection, target date investing, participant behavior, employee education and enrollment
- Deliver sophisticated insights through simple, actionable tools, including the industry’s first-of-its kind target date fund evaluation tool - the Target Date CompassSM - and our full library of advisor resources
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Tailored retirement products from a strong, trusted name |
Desired outcome: Retain existing business
Offer our best products with the
goal of reducing risk and increasing retention in volatile markets |
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- Bring DB-quality investing and insight to DC plans by leveraging our 75-year legacy as a high-quality institutional manager
- Focus on managing downside volatility and maximizing risk-adjusted returns to pursue positive plan outcomes
- “Know what you own” with style-pure investments designed for asset allocation and diversification
- Offer solutions across all major asset classes and styles, including target date funds and extended assets
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Dedicated DC team who understands your needs |
Desired outcome:
Work smarter and simpler
Partner with our best people to leverage our resources, save time
and increase productivity |
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- Tap into specialists with diverse backgrounds in the DC business and a strong commitment to your success
- Uncover new business opportunities by leveraging our best prospecting ideas
- Access J.P. Morgan’s global resources through single points of contact
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Next steps: Apply our insights to your outcomes
Contact one of the DC plan professionals listed to discover how the best of J.P. Morgan can contribute to positive outcomes.
- Plan sponsors: Emphasis on achieving similar income replacement as DB plans
- Advisor: Opportunities to build and manage a successful retirement practice
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To learn more about JPMorgan SmartRetirement funds and the three key differentiators of the JPMorgan SmartRetirement Funds log in to: https://www.jpmorganfunds.com.
Updated 11/5/09
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FOR FINANCIAL PROFESSIONAL USE ONLY |
External Wholesalers
Omar Aridi
Northeast
201-988-5816
omar.j.aridi@jpmorgan.com
Jeffrey Chase
Southeast
678-232-8748
jeffrey.j.chase@jpmorgan.com
Michael Miller
Central
727-204-7825
michael.d.miller2@jpmorgan.com
Benjamin Travers
Northwest
347-443-1913
benjamin.h.travers@jpmorgan.com
Kevin Morgan
Texas Regional
347-429-1852
kevin.d.morgan@jpmorgan.com
Staci Baker
Southwest
310-490-5608
staci.a.baker@jpmorgan.com
Internal Wholesalers
Jason Colarossi
Northeast and Central
212-648-1806
jason.j.colarossi@jpmorgan.com
Robert Couzzo
Southeast and West
212-648-2497
robert.m.couzzo@jpmorgan.com
IODC Business Head
David Musto
212-648-2500
david.l.musto@jpmorgan.com
National Sales Manager
Glenn Dial
407-612-6140
glenn.a.dial@jpmorgan.com
National Accounts
Karen Zander
212-648-2495
karen.zander@jpmorgan.com
Click here for
complete contact
information and
Territory Map |
