Retirement

M Financial selects JP Morgan’s Retirement Link for retirement platform

JP Morgan Asset Management’s retirement plan solution Retirement Link is now available on M Financial Group's retirement plan platform.

Following JP Morgan's recent decision to sell its large-plan record-keeping business, M Financial, a financial services distribution company based in Portland, Oregan, conducted additional due diligence to gauge JP Morgan's commitment to the retirement plan business.
 
"It is critical that we work with providers that are committed to the small- to mid-market retirement space," says David Watros, M Financial's vice president of corporate benefits.  "Adding Retirement Link to our platform is consistent with our commitment to continually expand and enhance resources and support for our member firms."
 
Retirement Link leverages the depth and breadth of JP Morgan Asset Management's retirement capabilities and is a strategically important component in meeting the defined contribution (DC) investment and administration needs of clients and their advisors.  Through Retirement Link, JP Morgan provides M Financial's member firms with insights about markets, investments, plan design, and participant behaviour.    
 
"Retirement Link clients are supported by a dedicated team that is led by an experienced relationship manager who, along with M Financial's member firms, will apply our best thinking to help plan sponsors mitigate fiduciary risks, ease their administrative burdens, and drive better plan and participant retirement outcomes," says Julia Bates, head of individual and business retirement at JP Morgan.

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