Offers (1)

New customers
$500 start-up fee waived for new plans!

Everyday 401k by J.P. Morgan Asset Management offers a smarter, streamlined retirement plan for startups and fast-growing businesses.

Basic Info

Bring the full resources of J.P. Morgan to help deliver to you and your employees the retirement you’ve earned. As a global leader in retirement with a deep understanding of how people save and spend, we’ve helped many business owners and their employees cross the retirement finish line.

Everyday 401(k):

Is a retirement platform for businesses with 1 – 100+ employees

Is for new 401(k) plans and conversions of existing plans

Includes 3(16) administrative services for our bundled option

Let us help turn complexity into clarity for you and your employees.

Why work with us

Three reasons to consider Everyday 401(k) by J.P. Morgan:

1. 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.

2. Seamless experience for you: Everyday 401(k) includes integration with dozens of leading payroll providers. Our Plus package INCLUDES 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.

3. 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 monthly fee includes online financial wellness and education for your employees.

Brochure

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