Never miss a story — sign up for PLANADVISER newsletters to keep up on the latest retirement plan adviser news.
Retirement Link combines J.P. Morgan’s plan design, investment solutions, client service and retirement thought leadership with operations and servicing. The offering will leverage FASCore’s experience to deliver bundled recordkeeping solutions for small to midsize retirement plans with assets up to $40 million.
J.P. Morgan will migrate a portion of its existing small to midsize business to Retirement Link over the coming months.
You Might Also Like:
Recordkeepers Prioritize PEPs to Spur Growth
Nearly 60% already recordkeep the increasingly popular pooled plans, with an additional 17% planning to do so within the next...
What Small Firms Need to Know About Due Diligence
According to FINRA, small broker/dealer firms should strategically use their limited resources to conduct effective due diligence on private and...
Human Interest to Provide Recordkeeping for UBS Financial Advisers
The platform offers direct integrations with more than 500 payroll partners.
« Risk Management Sensitivity a Factor in Adopting Guaranteed Income