Skip to main content

EVERYDAY 401(K) HELP CENTER

JPMorgan Everyday 401K
Advisor Support
Getting Started

Articles in this section

Advisor Help Center Walkthrough Video
What You Need To Know To Offer Plans Through J.P. Morgan
Division of Responsibilities (For Advisors)
J.P. Morgan Client Investments Policies

Advisor Help Center Walkthrough Video

November 02, 2023 18:19
Updated

If you have any questions, please reach out to us at everyday401k.success@vestwell.com

Have more questions? Submit a request

Related articles

What You Need To Know To Offer Plans Through J.P. Morgan
Fees (Advisor Intake Form)
Annual Testing Process Overview (For Advisors)

Important Disclosures from J.P. Morgan

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.

Plan sponsors should reference JPMIH’s 408(b)(2) services and fee disclosure notice for more complete information, which is available on the plan sponsor portal for your plan. Additional fee information is available for participants on your plan’s J.P. Morgan Everyday 401(k) website.

Certain recordkeeping and related services for plans may be provided on behalf of JPMorgan Invest Holdings LLC (J.P. Morgan) or 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 https://www.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 at 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 at https://www.jpmorgan.com/privacy.

© 2024 JPMorgan Chase & Co.