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Employer Onboarding Guide for New and Conversion Plans

Employer Onboarding Guide for New and Conversion Plans

Digital Onboarding
Understanding Your Census and Submitting Your First Payroll
Plan Conversions
Supporting Your Employees Through Onboarding
Resources for Your Onboarding Experience

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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.

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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.

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