{"success":true,"data":{"pressRelease":{"id":"162046","rtpr_id":"nPnbbJKPFa-20261006","ticker":"JPM","exchange":"NYSE","all_tickers":["JPM"],"title":"J.P. Morgan Asset Management Adds New Capabilities to Retirement Link℠","author":"PR Newswire","published_at":"2026-10-06T13:30:01.826Z","article_body":"J.P. Morgan Asset Management Adds New Capabilities to Retirement Link℠\nPR Newswire\n\nNEW YORK, Oct. 6, 2026\n\nNew features broaden in-plan retirement income access and strengthen support\nfor plan sponsors and participants\n\nNEW YORK, Oct. 6, 2026 /PRNewswire/ -- J.P. Morgan Asset Management today\nannounced enhancements to Retirement Link℠, its workplace retirement\noffering for employers with 401(k), 403(b) and nonqualified plans to help\nadvisors, plan sponsors and participants prepare for retirement. The updates\nbroaden access to in-plan retirement income solutions, strengthen\nimplementation and ongoing operational services to simplify plan\nadministration, and expand participant communications to increase engagement.\nThe enhancements are delivered through a deepened recordkeeping partnership\nwith Empower, building on a relationship that dates back to 2012.\n\n\"Helping participants achieve a secure retirement is at the core of everything\nwe do. Plan sponsors today are looking for ways to support people throughout\ntheir retirement journey. We believe these expanded capabilities can\nstrengthen retirement readiness by delivering clearer education and access to\nretirement income solutions,\" said Steve Rubino, Head of Retirement at J.P.\nMorgan Asset Management. \"We look forward to continuing our partnership with\nEmpower to extend these capabilities through our recordkeeping experience.\"\n\n\"Our longstanding relationship with J.P. Morgan Asset Management has been\nbuilt on a shared commitment to helping individuals achieve their financial\ngoals,\" said Joe Smolen, President of Empower Workplace Solutions. \"We're\nproud to help build upon that foundation by expanding the products and\nsolutions available to individuals, giving them more ways to meet their\nevolving needs and pursue greater financial well-being.\"\n\nThe expanded capabilities are designed to support plan sponsors and advisors\nwith:\n\n * Broader access to retirement income solutions. In J.P. Morgan Asset\nManagement's 2026 Defined Contribution Plan Participant Survey, 91% of\nparticipants expressed interest in in-plan guaranteed retirement income\nsolutions, and 75% said they would likely keep assets in-plan if their plan\noffered an income solution. Plan sponsors will have the option to access J.P.\nMorgan Asset Management's SmartRetirement Lifetime Income, its retirement\nincome solution offered in a target date format, across all of Empower's\nrecordkeeping platforms.\n * Enhanced implementation and ongoing sponsor operations. J.P. Morgan Asset\nManagement is enhancing the implementation and onboarding experience to be\nmore seamless by  leveraging additional resources and technology. Plan\nsponsors will also benefit from expanded operational services, such as\nenhanced required minimum distribution (RMD) processing, designed to simplify\nday-to-day administration and reduce overall administrative burden.\n * Expanded participant communications and education. Building on Retirement\nLink's best-in-class service model(1), J.P. Morgan Asset Management is adding\nparticipant engagement resources and educational support, including\nmultilingual resources, to help participants make better financial decisions\nand improve their retirement readiness.\nJ.P. Morgan Asset Management's retirement recordkeeping platform includes\nRetirement Link℠ and Everyday 401(k), supporting workplace retirement plans\nfor employers ranging from first-time plan sponsors to established small- to\nmid-market plans. The platform combines investment solutions with\nimplementation support, ongoing sponsor operations and participant\ncommunications delivered through the recordkeeping experience.\n\nThese recordkeeping capabilities are part of J.P. Morgan Asset Management's\nbroader retirement offering that includes defined contribution investments,\nsuch as the award-winning(2) SmartRetirement target date franchise, and\nthought leadership through the Retirement Insights program, including the\nGuide to Retirement and other in-depth analyses of timely retirement topics.\n\nFor more information about Retirement Link, please visit its dedicated website\n(https://edge.prnewswire.com/c/link/?t=0&l=en&o=4790098-1&h=1088216388&u=https%3A%2F%2Fam.jpmorgan.com%2Fus%2Fen%2Fasset-management%2Fadv%2Finvestment-strategies%2Fretirement-solutions%2Fretirement-link%2F&a=website)\n.\n\n(1)NMG Satisfaction Survey, 2025. Scores reflect clients who provided 7/6 on a\n7-point scale. When evaluating DC providers, a top 2 box rating of 85% or\ngreater corresponds to best-in-class rating. Chatham Partners is a market\nresearch/consulting firm offering custom lifecycle-oriented research to the\nfinancial services industry. Their independent third-party research tracks\nJ.P. Morgan's effectiveness in delivering client service to retirement\nclient's and benchmarks J.P. Morgan's standing relative to other mid- and\nsmall-market defined contribution providers. Retirement Link has been #1 since\nNMG, formerly Chatham Partners, started reporting the Customer Experience\nscore in 2019.\n\n(2 )Morningstar Medalist Rating™ Target-Date categories. \"Gold\" Medalist\nrating applies to SmartRetirement Blend R6 mutual funds only.\n\nAbout J.P. Morgan Asset Management\nJ.P. Morgan Asset Management, with assets under management of $4.6 trillion\nas of June 30, 2026, is a global leader in investment management. J.P. Morgan\nAsset Management's clients include institutions, retail investors and high net\nworth individuals in every major market throughout the world. J.P. Morgan\nAsset Management offers global investment management in equities, fixed\nincome, real estate, hedge funds, private equity and liquidity. For more\ninformation, visit: www.jpmorgan.com/am\n(https://edge.prnewswire.com/c/link/?t=0&l=en&o=4790098-1&h=1166033046&u=https%3A%2F%2Fc212.net%2Fc%2Flink%2F%3Ft%3D0%26l%3Den%26o%3D4332814-1%26h%3D2753914476%26u%3Dhttp%253A%252F%252Fwww.jpmorgan.com%252Fam%26a%3Dwww.jpmorgan.com%252Fam&a=www.jpmorgan.com%2Fam)\n.\n\nJPMorgan Chase & Co. (NYSE: JPM) is a leading financial services firm\nbased in the United States of America (\"U.S.\"), with operations worldwide.\nJPMorganChase had $5.0 trillion in assets and $375 billion in stockholders'\nequity as of June 30, 2026. The Firm is a leader in investment banking,\nfinancial services for consumers and small businesses, commercial banking,\nfinancial transaction processing and asset management. Under the J.P. Morgan\nand Chase brands, the Firm serves millions of customers in the U.S., and many\nof the world's most prominent corporate, institutional and government clients\nglobally. Information about JPMorgan Chase & Co. is available at\nwww.jpmorganchase.com\n(https://edge.prnewswire.com/c/link/?t=0&l=en&o=4790098-1&h=2696063050&u=http%3A%2F%2Fwww.jpmorganchase.com%2F&a=www.jpmorganchase.com)\n.\n\nInformation about JPMorgan Chase & Co. is available\nat www.jpmorganchase.com\n(https://edge.prnewswire.com/c/link/?t=0&l=en&o=4790098-1&h=3322682657&u=https%3A%2F%2Fwww.jpmorganchase.com%2F&a=www.jpmorganchase.com)\n.\n\nAbout Empower\nRecognized as a leader in retirement services and wealth management, Empower\nadministers more than $2.1 trillion in assets for more than 20 million\nindividuals through the provision of workplace and individual retirement\nplans, advice, financial planning and investments. Connect with us on\nempower.com\n(https://edge.prnewswire.com/c/link/?t=0&l=en&o=4790098-1&h=1452402354&u=https%3A%2F%2Fwww.empower.com%2F&a=empower.com)\n, Facebook\n(https://edge.prnewswire.com/c/link/?t=0&l=en&o=4790098-1&h=3356413636&u=https%3A%2F%2Fwww.facebook.com%2Fofficialempowertoday&a=Facebook)\n, X\n(https://edge.prnewswire.com/c/link/?t=0&l=en&o=4790098-1&h=3847469775&u=http%3A%2F%2Fwww.twitter.com%2Fempowertoday&a=X)\n,  LinkedIn\n(https://edge.prnewswire.com/c/link/?t=0&l=en&o=4790098-1&h=3140228878&u=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fempower-retirement%2Fmycompany%2F&a=LinkedIn)\n, TikTok\n(https://edge.prnewswire.com/c/link/?t=0&l=en&o=4790098-1&h=210195260&u=https%3A%2F%2Fwww.tiktok.com%2F%40empowertoday&a=TikTok)\n, and Instagram.\n(https://edge.prnewswire.com/c/link/?t=0&l=en&o=4790098-1&h=908277323&u=https%3A%2F%2Fwww.instagram.com%2Fofficialempowertoday%2F&a=Instagram.)\n\nView original content to download\nmultimedia:https://www.prnewswire.com/news-releases/jp-morgan-asset-management-adds-new-capabilities-to-retirement-link-302899288.html\n(https://www.prnewswire.com/news-releases/jp-morgan-asset-management-adds-new-capabilities-to-retirement-link-302899288.html)\n\nSOURCE J.P. Morgan Asset Management\n\n\n\nPress Contact: JPM: Jamie Braverman, jamie.braverman@jpmchase.com\n\nPhoto: \nhttps://mmx.prnewswire.com/media/MS1970710/JPM_AM_Logo_Vert_Black-ID-cfbb132351c8.jpg?id=OA2988612\n\nCopyright (c) 2026 PR Newswire Association,LLC. All Rights Reserved.","article_body_html":"","raw_payload":{"data":{"id":"nPnbbJKPFa-20261006","title":"J.P. Morgan Asset Management Adds New Capabilities to Retirement Link℠","author":"PR Newswire","ticker":"JPM","created":"2026-10-06T13:30:01.826Z","tickers":["JPM"],"exchange":"NYSE","article_body":"J.P. Morgan Asset Management Adds New Capabilities to Retirement Link℠\nPR Newswire\n\nNEW YORK, Oct. 6, 2026\n\nNew features broaden in-plan retirement income access and strengthen support\nfor plan sponsors and participants\n\nNEW YORK, Oct. 6, 2026 /PRNewswire/ -- J.P. Morgan Asset Management today\nannounced enhancements to Retirement Link℠, its workplace retirement\noffering for employers with 401(k), 403(b) and nonqualified plans to help\nadvisors, plan sponsors and participants prepare for retirement. The updates\nbroaden access to in-plan retirement income solutions, strengthen\nimplementation and ongoing operational services to simplify plan\nadministration, and expand participant communications to increase engagement.\nThe enhancements are delivered through a deepened recordkeeping partnership\nwith Empower, building on a relationship that dates back to 2012.\n\n\"Helping participants achieve a secure retirement is at the core of everything\nwe do. Plan sponsors today are looking for ways to support people throughout\ntheir retirement journey. We believe these expanded capabilities can\nstrengthen retirement readiness by delivering clearer education and access to\nretirement income solutions,\" said Steve Rubino, Head of Retirement at J.P.\nMorgan Asset Management. \"We look forward to continuing our partnership with\nEmpower to extend these capabilities through our recordkeeping experience.\"\n\n\"Our longstanding relationship with J.P. Morgan Asset Management has been\nbuilt on a shared commitment to helping individuals achieve their financial\ngoals,\" said Joe Smolen, President of Empower Workplace Solutions. \"We're\nproud to help build upon that foundation by expanding the products and\nsolutions available to individuals, giving them more ways to meet their\nevolving needs and pursue greater financial well-being.\"\n\nThe expanded capabilities are designed to support plan sponsors and advisors\nwith:\n\n * Broader access to retirement income solutions. In J.P. Morgan Asset\nManagement's 2026 Defined Contribution Plan Participant Survey, 91% of\nparticipants expressed interest in in-plan guaranteed retirement income\nsolutions, and 75% said they would likely keep assets in-plan if their plan\noffered an income solution. Plan sponsors will have the option to access J.P.\nMorgan Asset Management's SmartRetirement Lifetime Income, its retirement\nincome solution offered in a target date format, across all of Empower's\nrecordkeeping platforms.\n * Enhanced implementation and ongoing sponsor operations. J.P. Morgan Asset\nManagement is enhancing the implementation and onboarding experience to be\nmore seamless by  leveraging additional resources and technology. Plan\nsponsors will also benefit from expanded operational services, such as\nenhanced required minimum distribution (RMD) processing, designed to simplify\nday-to-day administration and reduce overall administrative burden.\n * Expanded participant communications and education. Building on Retirement\nLink's best-in-class service model(1), J.P. Morgan Asset Management is adding\nparticipant engagement resources and educational support, including\nmultilingual resources, to help participants make better financial decisions\nand improve their retirement readiness.\nJ.P. Morgan Asset Management's retirement recordkeeping platform includes\nRetirement Link℠ and Everyday 401(k), supporting workplace retirement plans\nfor employers ranging from first-time plan sponsors to established small- to\nmid-market plans. The platform combines investment solutions with\nimplementation support, ongoing sponsor operations and participant\ncommunications delivered through the recordkeeping experience.\n\nThese recordkeeping capabilities are part of J.P. Morgan Asset Management's\nbroader retirement offering that includes defined contribution investments,\nsuch as the award-winning(2) SmartRetirement target date franchise, and\nthought leadership through the Retirement Insights program, including the\nGuide to Retirement and other in-depth analyses of timely retirement topics.\n\nFor more information about Retirement Link, please visit its dedicated website\n(https://edge.prnewswire.com/c/link/?t=0&l=en&o=4790098-1&h=1088216388&u=https%3A%2F%2Fam.jpmorgan.com%2Fus%2Fen%2Fasset-management%2Fadv%2Finvestment-strategies%2Fretirement-solutions%2Fretirement-link%2F&a=website)\n.\n\n(1)NMG Satisfaction Survey, 2025. Scores reflect clients who provided 7/6 on a\n7-point scale. When evaluating DC providers, a top 2 box rating of 85% or\ngreater corresponds to best-in-class rating. Chatham Partners is a market\nresearch/consulting firm offering custom lifecycle-oriented research to the\nfinancial services industry. Their independent third-party research tracks\nJ.P. Morgan's effectiveness in delivering client service to retirement\nclient's and benchmarks J.P. Morgan's standing relative to other mid- and\nsmall-market defined contribution providers. Retirement Link has been #1 since\nNMG, formerly Chatham Partners, started reporting the Customer Experience\nscore in 2019.\n\n(2 )Morningstar Medalist Rating™ Target-Date categories. \"Gold\" Medalist\nrating applies to SmartRetirement Blend R6 mutual funds only.\n\nAbout J.P. Morgan Asset Management\nJ.P. Morgan Asset Management, with assets under management of $4.6 trillion\nas of June 30, 2026, is a global leader in investment management. J.P. Morgan\nAsset Management's clients include institutions, retail investors and high net\nworth individuals in every major market throughout the world. J.P. Morgan\nAsset Management offers global investment management in equities, fixed\nincome, real estate, hedge funds, private equity and liquidity. For more\ninformation, visit: www.jpmorgan.com/am\n(https://edge.prnewswire.com/c/link/?t=0&l=en&o=4790098-1&h=1166033046&u=https%3A%2F%2Fc212.net%2Fc%2Flink%2F%3Ft%3D0%26l%3Den%26o%3D4332814-1%26h%3D2753914476%26u%3Dhttp%253A%252F%252Fwww.jpmorgan.com%252Fam%26a%3Dwww.jpmorgan.com%252Fam&a=www.jpmorgan.com%2Fam)\n.\n\nJPMorgan Chase & Co. (NYSE: JPM) is a leading financial services firm\nbased in the United States of America (\"U.S.\"), with operations worldwide.\nJPMorganChase had $5.0 trillion in assets and $375 billion in stockholders'\nequity as of June 30, 2026. The Firm is a leader in investment banking,\nfinancial services for consumers and small businesses, commercial banking,\nfinancial transaction processing and asset management. Under the J.P. Morgan\nand Chase brands, the Firm serves millions of customers in the U.S., and many\nof the world's most prominent corporate, institutional and government clients\nglobally. Information about JPMorgan Chase & Co. is available at\nwww.jpmorganchase.com\n(https://edge.prnewswire.com/c/link/?t=0&l=en&o=4790098-1&h=2696063050&u=http%3A%2F%2Fwww.jpmorganchase.com%2F&a=www.jpmorganchase.com)\n.\n\nInformation about JPMorgan Chase & Co. is available\nat www.jpmorganchase.com\n(https://edge.prnewswire.com/c/link/?t=0&l=en&o=4790098-1&h=3322682657&u=https%3A%2F%2Fwww.jpmorganchase.com%2F&a=www.jpmorganchase.com)\n.\n\nAbout Empower\nRecognized as a leader in retirement services and wealth management, Empower\nadministers more than $2.1 trillion in assets for more than 20 million\nindividuals through the provision of workplace and individual retirement\nplans, advice, financial planning and investments. Connect with us on\nempower.com\n(https://edge.prnewswire.com/c/link/?t=0&l=en&o=4790098-1&h=1452402354&u=https%3A%2F%2Fwww.empower.com%2F&a=empower.com)\n, Facebook\n(https://edge.prnewswire.com/c/link/?t=0&l=en&o=4790098-1&h=3356413636&u=https%3A%2F%2Fwww.facebook.com%2Fofficialempowertoday&a=Facebook)\n, X\n(https://edge.prnewswire.com/c/link/?t=0&l=en&o=4790098-1&h=3847469775&u=http%3A%2F%2Fwww.twitter.com%2Fempowertoday&a=X)\n,  LinkedIn\n(https://edge.prnewswire.com/c/link/?t=0&l=en&o=4790098-1&h=3140228878&u=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fempower-retirement%2Fmycompany%2F&a=LinkedIn)\n, TikTok\n(https://edge.prnewswire.com/c/link/?t=0&l=en&o=4790098-1&h=210195260&u=https%3A%2F%2Fwww.tiktok.com%2F%40empowertoday&a=TikTok)\n, and Instagram.\n(https://edge.prnewswire.com/c/link/?t=0&l=en&o=4790098-1&h=908277323&u=https%3A%2F%2Fwww.instagram.com%2Fofficialempowertoday%2F&a=Instagram.)\n\nView original content to download\nmultimedia:https://www.prnewswire.com/news-releases/jp-morgan-asset-management-adds-new-capabilities-to-retirement-link-302899288.html\n(https://www.prnewswire.com/news-releases/jp-morgan-asset-management-adds-new-capabilities-to-retirement-link-302899288.html)\n\nSOURCE J.P. Morgan Asset Management\n\n\n\nPress Contact: JPM: Jamie Braverman, jamie.braverman@jpmchase.com\n\nPhoto: \nhttps://mmx.prnewswire.com/media/MS1970710/JPM_AM_Logo_Vert_Black-ID-cfbb132351c8.jpg?id=OA2988612\n\nCopyright (c) 2026 PR Newswire Association,LLC. All Rights Reserved."},"type":"article","timestamp":"2026-10-06T13:30:01.874284804Z","server_sent_at_ms":1791293401874},"received_at":"2026-10-06T13:30:01.931Z","source_url":"https://www.prnewswire.com/news-releases/jp-morgan-asset-management-adds-new-capabilities-to-retirement-link-302899288.html"},"analysis":{"id":"150546","press_release_id":"162046","analysis_json":{"industry":{"label":"Capital Markets","sector":"Financials"},"redFlags":[],"eventType":"product_launch","narrative":"J.P. Morgan Asset Management announced enhancements to Retirement Link, its workplace retirement platform, broadening in-plan retirement income access and sponsor services.\n\nThe updates are delivered through a deepened recordkeeping partnership with Empower, making SmartRetirement Lifetime Income available across all of Empower's recordkeeping platforms.\n\nThe company cited survey data showing 91% of participants interested in in-plan guaranteed income solutions. This is an incremental business update with no disclosed financial impact on JPMorgan Chase.","sentiment":"neutral","agentHooks":{"shouldPost":false,"suggestedAngle":"Routine product enhancement — no material financial impact for JPM."},"keyFigures":{"customDimensions":{"jpm_am_aum":"$4.6 trillion","jpmorganchase_assets":"$5.0 trillion","empower_administered_assets":"$2.1 trillion","participant_interest_inplan_income":"91%","participants_likely_to_keep_assets_inplan":"75%"}},"quotedText":"We believe these expanded capabilities can strengthen retirement readiness by delivering clearer education and access to retirement income solutions","namedEntities":{"people":[{"name":"Steve Rubino","role":"Head of Retirement, J.P. Morgan Asset Management"},{"name":"Joe Smolen","role":"President of Empower Workplace Solutions"}],"products":["Retirement Link","SmartRetirement Lifetime Income","SmartRetirement","Everyday 401(k)"],"companies":[{"name":"J.P. Morgan Asset Management","ticker":"JPM","relationship":"filer/subsidiary of JPMorgan Chase"},{"name":"Empower","relationship":"recordkeeping partner"}],"dollarAmounts":[{"amount":"$4.6 trillion","context":"J.P. Morgan Asset Management AUM as of June 30, 2026"},{"amount":"$5.0 trillion","context":"JPMorganChase assets as of June 30, 2026"},{"amount":"$375 billion","context":"JPMorganChase stockholders' equity as of June 30, 2026"},{"amount":"$2.1 trillion","context":"assets administered by Empower"}]},"materialImpact":{"score":1,"reasoning":"Routine product enhancement to JPMorgan's Retirement Link platform with expanded Empower recordkeeping partnership. Incremental business update with no quantified financial impact for JPM."},"tickerRelevance":{"others":[],"primary":"JPM"},"globalImportance":10,"audienceRelevance":8,"eventTypeSecondary":["partnership"],"importanceComponents":{"tickerTier":"mega-cap","eventGravity":"routine product enhancement","megaCapOffset":"large ticker tier but immaterial event keeps scores low","issuerAuthored":true}},"event_type":"product_launch","event_type_secondary":["partnership"],"sentiment":"neutral","material_impact_score":1,"narrative":"J.P. Morgan Asset Management announced enhancements to Retirement Link, its workplace retirement platform, broadening in-plan retirement income access and sponsor services.\n\nThe updates are delivered through a deepened recordkeeping partnership with Empower, making SmartRetirement Lifetime Income available across all of Empower's recordkeeping platforms.\n\nThe company cited survey data showing 91% of participants interested in in-plan guaranteed income solutions. This is an incremental business update with no disclosed financial impact on JPMorgan Chase.","key_figures":{"customDimensions":{"jpm_am_aum":"$4.6 trillion","jpmorganchase_assets":"$5.0 trillion","empower_administered_assets":"$2.1 trillion","participant_interest_inplan_income":"91%","participants_likely_to_keep_assets_inplan":"75%"}},"named_entities":{"people":[{"name":"Steve Rubino","role":"Head of Retirement, J.P. Morgan Asset Management"},{"name":"Joe Smolen","role":"President of Empower Workplace Solutions"}],"products":["Retirement Link","SmartRetirement Lifetime Income","SmartRetirement","Everyday 401(k)"],"companies":[{"name":"J.P. Morgan Asset Management","ticker":"JPM","relationship":"filer/subsidiary of JPMorgan Chase"},{"name":"Empower","relationship":"recordkeeping partner"}],"dollarAmounts":[{"amount":"$4.6 trillion","context":"J.P. Morgan Asset Management AUM as of June 30, 2026"},{"amount":"$5.0 trillion","context":"JPMorganChase assets as of June 30, 2026"},{"amount":"$375 billion","context":"JPMorganChase stockholders' equity as of June 30, 2026"},{"amount":"$2.1 trillion","context":"assets administered by Empower"}]},"model_name":"glm-5.3-flashx","prompt_hash":"sha256:5c812bd9e28b810d","schema_hash":"sha256:05005c02d9cffac9","created_at":"2026-10-06T13:30:07.594Z","global_importance":10,"audience_relevance":8,"importance_components":{"tickerTier":"mega-cap","eventGravity":"routine product enhancement","megaCapOffset":"large ticker tier but immaterial event keeps scores low","issuerAuthored":true}},"durationMs":5631,"modelName":"glm-5.3-flashx"}}