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EVERYDAY 401(K) HELP CENTER

JPMorgan Everyday 401K
Employer Support
Retirement 101 and FAQs for Employers
About Fees and Payments

About Fees and Payments

Forfeitures & Suspense Accounts
All About Fees and How They Are Charged
Payment of Plan-Related Fees and Expenses
Forfeiture Accounts May Help Pay for Plan Expenses
How Are Plan Expenses Handled for Terminated Employees?

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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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