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Corporate Plans

Employer-sponsored retirement plans can provide many benefits for business owners, including tax advantages that will help your business attract, retain and reward a productive workforce. If you are a sponsor of a qualified defined-contribution or defined-benefit retirement plan, your Financial Advisor can help you manage the issues and responsibilities associated with sponsoring a cost-effective retirement benefit.

J.P. Morgan Securities will service your qualified retirement plan in conjunction with retirement plan providers that offer record keeping and other administrative services. 

Our Financial Advisors can deliver a variety of services to plan sponsors, including:

  • Coordinating proposals from approved retirement plan providers
  • Performing investment support services for plan sponsors, such as:
    • Providing a sample Investment Policy Statement (IPS) template
    • Providing education on capital markets and potential asset classes for the plan's menu
    • Identifying several investment options in each asset class from those made available by the plan’s provider
    • Informing the plan sponsor on suggested steps for monitoring the plan's investment menu
    • Providing requested fund information to plan sponsors conducting searches for potential replacements
  • Providing investment education to plan participants
  • Explaining plan fees and expenses

Learn more about our firm and investment professionals through FINRA BrokerCheck.

The views and strategies described may not be suitable for all investors. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction. Securities are offered by J.P. Morgan Securities LLC. ("JPMS"), member FINRA and SIPC. When JPMS acts as a broker-dealer, a client's relationship with us and our duties to the client will be different in some important ways than a client's relationship with us and our duties to the client when we are acting as an investment advisor. A client should carefully read the agreements and disclosures received (including our Form ADV disclosure brochure, if and when applicable) in connection with our provision of services for important information about the capacity in which we will be acting.

This document provides information about the brokerage and investment advisory services provided by J.P. Morgan Securities LLC ("JPMS"). The agreements entered into by and disclosures provided to clients with respect to the different products and services provided by JPMS should be carefully read (including our Form ADV disclosure brochure, if and when applicable), which contain important information, including our provision of services for important information about the capacity in which we will be acting. We encourage clients to speak to their JPMS representative regarding the nature of the products and services and to ask any questions they may have about the difference between brokerage and investment advisory services, including the obligation to disclose conflicts of interests and to act in the best interests of our clients.

“J.P. Morgan Securities” is a brand name for a wealth management business conducted by JPMorgan Chase & Co. and certain subsidiaries. J.P. Morgan Securities offers investment products, services, Clearing and Custody through J.P. Morgan Securities LLC, a member of FINRA and SIPC. Bank products and services are offered by JPMorgan Chase Bank, N.A. and its bank affiliates.

Investment products: Not FDIC insured • No bank guarantee • May lose value

 
 

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