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JPMorgan Retirement Plan Services Customer FAQ

Top Answers & How-to Guides

What is JPMorgan Retirement Plan Services's Phone Number?

The question we are asked most often is about how to talk to JPMorgan Retirement Plan Services customer service. Click here for contact information, email and chat options, getting a live person, wait times and more.

Can I take a loan from my retirement plan account?

Participants in JPMorgan Retirement Plans might be allowed to take loans, but this depends on their specific plan rules. Loan...

What happens to my retirement plan account if I leave my job?

When someone leaves their job, they can keep their retirement account with the employer, roll it over into an IRA or a new...
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Recent JPMorgan Retirement Plan Services Customer Questions

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Eligibility and Enrollment

What are the eligibility criteria to enroll in the JP Morgan Retirement Plan Services?

Eligibility to enroll in JPMorgan Retirement Plan Services varies by employer plan, generally requiring participants to be at...
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What information do I need to provide to enroll in the retirement plan?

To enroll in a retirement plan with JPMorgan Retirement Plan Services, individuals generally need to supply personal...
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Investment Options

What investment options are available in the retirement plan?

JPMorgan Retirement Plan Services offers a variety of investment options, such as stocks, bonds, mutual funds, target-date...
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Can I make changes to my investment options after enrolling in the retirement plan?

Participants in JPMorgan Retirement Plan Services usually can alter their investment choices after enrolling, adjusting...
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Contributions and Loans

What is the maximum contribution limit for the retirement plan?

The contribution limits for retirement plans in 2023 differ by plan type and age. For 401(k) plans, the limit is twenty-two...
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Can I take a loan from my retirement plan account?

Participants in JPMorgan Retirement Plans might be allowed to take loans, but this depends on their specific plan rules. Loan...
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Fees and Taxes

Are there any fees associated with the JP Morgan Retirement Plan Services?

JPMorgan Retirement Plan Services may charge various fees, which vary based on the retirement plan type, services used, and...
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Are there any tax advantages to participating in the retirement plan?

Participating in a retirement plan offers significant tax benefits, such as reducing taxable income and tax-deferred growth of...
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Account Management

What happens to my retirement plan account if I leave my job?

When someone leaves their job, they can keep their retirement account with the employer, roll it over into an IRA or a new...
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Can I designate a beneficiary for my retirement plan account?

Individuals can usually choose a beneficiary for their retirement account to determine who will receive the funds upon their...
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Can I change my beneficiary designation after enrolling?

Individuals can update their beneficiary designation in a JPMorgan Retirement Plan to ensure their assets are distributed as...
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Withdrawals and Rollovers

What is the process for rolling over my retirement account to another plan?

The rollover of a retirement account to another plan generally includes checking the new plan's rules, contacting the current...
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How do I initiate a withdrawal from my retirement plan account?

To start a withdrawal from a JPMorgan retirement plan account, an account holder should check their plan documents for...
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Retirement Planning Resources

What happens if I do not make my required minimum distribution?

Failing to take the required minimum distribution from retirement accounts can lead to severe penalties from the IRS, which may...
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Are there resources available to help me plan for retirement?

JPMorgan Retirement Plan Services provides various resources to support retirement planning. These include educational...
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