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J.P. Morgan’s workplace savings platform for small businesses will continue to be offered through JPMorgan Chase business banking and will now be available to financial advisors, jointly distributed with Vestwell. In addition to scaling advisors’ workplace savings practice, Everyday 401(k) is expanding with new capabilities, allowing financial advisors to serve as a 3(38) investment manager on the workplace retirement plan.
“Vestwell’s strategic partnership with J.P. Morgan Asset Management signals the industry’s emphasis on expanding access to premier workplace savings solutions,” said Vestwell founder and CEO, Aaron Schumm. “Through this partnership, advisors and employers can now implement J.P. Morgan’s Everyday 401(k) retirement plan into their benefits solution on our innovative savings platform. This news illustrates our ongoing commitment to serving the financial advisor community while amplifying the reach of our partners.”
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