The 401(k) Premier Provider from 401kExchange

Premier Provider

News

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

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 Compass^SM - and our full library of advisor resources

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

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

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

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

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

JP Morgan Resource Guide
Learn more about J.P. Morgan's Target Date Compass target date evaluation tool and program

To view the new interactive version of the Target Date Compass log in to www.jpmorganfunds.com/compass to:
- View the latest, interactive Target Date Compass
- Create a customized Compass for your clients
- Compare target date funds within your client's
  Target Date Type
- Run customized target date analysis reports to share with your clients—instantly!

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