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EVERYDAY 401(K) HELP CENTER

JPMorgan Everyday 401K
Employer Support
Employer Onboarding Guide for New and Conversion Plans
Digital Onboarding

Digital Onboarding

Plan Launch Call
Plan Design
How to Complete Digital Onboarding
Company Questionnaire
Payroll and Payment
Census
Inviting Other Administrative Users
Preparing For Your Plan Launch Call With J.P. Morgan

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.

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