This article provides information regarding who to contact for issues such as rollovers, employer matching, contribution limits, and your J.P. Morgan portal.
If you have questions about any of the topics below, email us at everyday401k.help@vestwell.com, call us at 1-866-625-8051, and/or visit the provided links for relevant information.
Registration
- See our video on "How to Register for Your J.P. Morgan Account."
- Register your account on our website at jpmorganeveryday401k.com/register.
Login
- Sign in at https://jpmorgan.vestwell.com/.
My Portal
- See our video "Participant Portal Walkthrough."
Rollovers
- See our video "How to Initiate a Rollover Into Your J.P. Morgan Account."
Security
- Read more about our security in "Policies and Forms."
For questions about the topics below, you may contact your employer and/or visit the provided links for relevant information.
General Plan information & Features
- To locate more specific plan information, see our article "How Do I Receive Plan Documents and Notices."
Eligibility Requirements
- Eligibility information will also be found in your company's plan documents. See our article "How Do I Receive Plan Documents and Notices."
Employer Matching
- It is best to contact your employer for specific company matching information.
- You may also read our article "What Is an Employer Match."
Vesting Period
- Your company's specific vesting information may be found in your company's plan documents.
- You may also read our article "What Does Vesting Mean?"
If you have any questions about any of the below topics, you may want to contact your advisor and/or visit the provided links for relevant information.*
Contribution Limits
- The IRS sets retirement plan contribution limits annually.
- Your company's plan documents will state any other specific limits in the plan documents.
Distributions/Early Withdrawals
- See our article "How to Request a 401(k) Withdrawal."
How to Invest
- J.P. Morgan and J.P. Morgan employees cannot provide investment guidance. Please contact your plan's advisor.
- You will find your plan's investment choices by logging into your account and clicking on the Plan tab and then the Investment Comparison Chart tab.
- See our article, "What Are the Different Investment Options for a Retirement Account."
- Note: If you do not have an advisor, you may reach J.P. Morgan directly at everyday401k.help@vestwell.com for general information regarding investment options or questions on how to change your investments.
If you have any additional questions, please reach out to everyday401k.help@vestwell.com.