Deals & People May 21, 2014

M Financial Adds J.P. Morgan Retirement Link to Platform

M Financial Group, a financial services distribution company based in Portland, Oregon, has added J.P. Morgan Asset Management’s Retirement Link plan offering to its retirement plan platform.
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J.P. Morgan sold its full-service recordkeeping business earlier this year to Great-West (see “Great-West Acquires J.P. Morgan Retirement Plan Services”) but retained its Retirement Link product, which is recordkept on the FASCore platform and is designed for small and mid-size companies in the $1 million to $50 million plan market segment (see “J.P. Morgan Announces Recordkeeping Solution”).

J.P. Morgan describes Retirement Link as leveraging “the depth and breadth of J.P. Morgan Asset Management’s retirement capabilities” in meeting the defined contribution (DC) investment and administration needs of plan sponsors and retirement plan advisers. Through Retirement Link, J.P. Morgan provides M Financial’s Member Firms with insights about markets, investments, plan design, and participant behavior.

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