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My Rewards In addition to the provider resources noted below, My Rewards provides one-stop access to retirement and savings information. Simply use your Single Sign-On password to access other sites from My Rewards. From work: My Rewards from the intranet. From home: https://myrewards.jpmorganchase.com/.
- Securities Act
- Eligibility
- Beneficiaries
- If You Are Not Married at the Time of Your Death
- Other Considerations for Your Beneficiary Designation
- When Participation Ends
- Contributions to Your Account
- Automatic Increase
- Non-Matching Employer Contributions
- In-Plan Roth Conversion
- Additional Investment Fund Information
- Investor Education Is Available Online
- JPMorgan Chase Common Stock Fund
- Voting of JPMorgan Chase Common Stock
- Invest Carefully
- Investment Fund Performance
- Investment Management Fees, Recordkeeping, and Other Plan Expenses
- Temporary Investments
- Investing Future Contributions
- Excessive Trading
- When Reallocations/Transfers Take Effect
- Reallocations/Transfers to and from the JPMorgan Chase Common Stock Fund
- Daily Plan Processing
- For Hardship Withdrawals Taken on or After January 1, 2019
- When and How a Withdrawal Is Paid
- JPMorgan Chase Common Stock Fund Dividend Election
- Approved Quarterly Window Periods
- Note to Former and Current U.K. Residents
- Payment Options When You Leave
- How Your 401(k) Savings Plan Account Is Paid
- Stock Distributions from the JPMorgan Chase Common Stock Fund
- Keep Your Personal Information Updated
- (mpp.jpmchase.net) or on the internet
- Register stock to a rollover institution.
- Payments to a Beneficiary
- Mandatory Distributions and Deadlines for Beneficiaries
- Federal Tax Consequences
- State and local income taxes may also apply.
- Tax Consequences of a Withdrawal Made Payable to Yourself
- Tax Consequences of a Rollover Withdrawal Made Payable to Another Institution
- JPMorgan Chase Common Stock
- Direct Rollovers
- Rolling Over Shares of JPMorgan Chase Common Stock
- Participating Companies
- About Plan Fiduciaries
- Prudent Actions by Plan Fiduciaries
- What Qualifies as a “Denied Benefit”?
- If Your Appeal is Approved
- Filing a Court Action if Your Appeal Is Denied
- Other Important Information
- Not a Contract of Employment
- Investing Your SSIP Account
- Withdrawals
- Vesting Service
- Eligible Compensation
- Vesting Service
This summary plan description is incorporated by reference into the “401(k) Savings Plan Prospectus” covering securities that have been registered under the Securities Act. The prospectus is prepared and circulated in connection with JPMorgan Chase’s obligations under United States’ securities laws to its shareholders, not pursuant to any obligatio...
In general, you are eligible to participate and considered a U.S. benefits-eligible employee if you are: A U.S. dollar-paid employee who receives salary or regular pay, or earns draw, commissions, or production overrides upon which JPMorgan Chase pays taxes imposed by the Federal Insurance Contribution Acts (FICA); Regularly scheduled to work 20 or...
A beneficiary is the person(s) or entity you name to receive your vested Plan benefit in the event of your death. You can name any individual or a trust to be your beneficiary and change your beneficiary at any time subject to the rules for naming beneficiaries, which are outlined below. Your designations can be made via the Online Beneficiary Desi...
If you have not designated a beneficiary or if your beneficiary predeceases you, your vested account balance will be paid to your estate.
If you have designated your spouse by name as your beneficiary on a Beneficiary Designation form, and you subsequently divorce, your beneficiary designation of your former spouse remains in effect until you designate a new beneficiary(ies). If you remarry, your new spouse automatically becomes your beneficiary and the prior Beneficiary Designation ...
Your participation in the Plan ends when you or your beneficiary receives payment of your vested account balance. 2 The term “spouse” refers to any person to whom you are legally married, including same-sex and opposite-sex marriage, as recognized under federal law.
This section provides important details about the types of contributions both you and JPMorgan Chase may make to the Plan.
With Automatic Increase, you can elect to have your before-tax and/or Roth contribution rate for your per-pay (Standard) contributions increase annually by a certain percentage automatically at the same time each year. The increases continue until you reach the contribution percentage limit set by you (the dollar amount of your contribution will be...
JPMorgan Chase may, from time to time, make discretionary contributions for certain designated non-highly compensated employees. If JPMorgan Chase determines to make a non-matching-contribution,4 the employees designated to receive the contribution will be notified.
With an In-Plan Roth Conversion, any non-Roth amounts that are otherwise eligible for in-service withdrawal can be directly rolled into a Roth account within the 401(k) Savings Plan. This allows for the amount rolled over to be converted from a non-Roth amount into a Roth amount while remaining in the Plan. Any taxable amounts included in the conve...
For recent performance and other important fund information, please review the investment fund fact sheets and fund profiles available on the Web Center. The fact sheets provide detailed returns, risk measures, and other portfolio characteristics updated at least quarterly for the Plan’s investment funds. For printed copies of these materials, plea...
Go to the Web Center for a wide range of investor education topics, including information about retirement planning, understanding investments, and making investment decisions. The Web Center also includes a number of interactive tools.
JPMorgan Chase, acting in its Plan sponsor capacity, has provided that the JPMorgan Chase Common Stock Fund shall be one of the Plan’s investment funds. Fiduciary Counselors serves as the independent fiduciary of the JPMorgan Chase Common Stock Fund. Participants continue to have the ability to invest in the JPMorgan Chase Common Stock Fund and con...
The Plan Trustee holds all shares of JPMorgan Chase common stock credited to the JPMorgan Chase Common Stock Fund. You have the right to instruct the Plan Trustee as to how to vote the shares of common stock attributed to your interest in the JPMorgan Chase Common Stock Fund. If you fail to instruct the Trustee, any shares attributed to your intere...
In deciding how to invest your retirement savings, you should take into account all of your assets, including any retirement savings outside of the Plan. No single approach is right for everyone because, among other factors, individuals have different financial goals, different time horizons for meeting their goals, and different tolerances for ris...
The performance of each investment fund is affected not only by investment performance but also by cash flows during each month, including transfers — in and out — and withdrawals. As noted below, performance is also affected by transactional and investment management fees and expenses. Past performance is not a guarantee of future results. Investm...
Investment management fees for most investment funds are charged against the assets of such funds and, accordingly, reduces the performance of such funds, and the amount of fees differ by fund. Additionally, the performance of each fund is affected by transactional costs, such as brokerage fees. An investment fund that is managed as an index fund w...
In general, all or any part of the Plan’s investment funds may be invested temporarily in government money market mutual funds or collective trust funds (investing in short-term securities or other short-term investments) pending investment or to satisfy the fund’s liquidity needs.
You elect how contributions are invested among the Plan’s investment funds. You can allocate contributions in 1% increments among the investment funds. If you don’t make an investment election, all contributions (including your own contributions) will be automatically invested in a Target Date Fund based on your birth date and an assumed retirement...
While the Plan permits daily transactions, it’s not designed or intended to be a brokerage account or trading account. Trading in and out of funds on a daily basis can disrupt appropriate management of the various funds and causes increased transactional costs and losses to participants who do not engage in such activity. In the event that a partic...
Unless the Plan Administrator provides for the contrary, or due to events outside of the Plan Administrator’s control, investment changes associated with reallocating and/or transferring your existing account balance are generally processed the same business day that you make the request, provided your request is made before 4 p.m. Eastern time or ...
If you transfer and/or reallocate balances to and from the JPMorgan Chase Common Stock Fund, you should be aware of the impact on the net unrealized appreciation (i.e., its increase in value while held by the Plan), should you decide at a later date to take a withdrawal in the form of
For your convenience, most 401(k) Savings Plan transactions — including investment fund reallocations, transfers, and withdrawal requests — are processed on a daily basis using the net asset value (NAV) per unit for the various investment funds. However, under certain circumstances your ability to engage in daily reallocations, transfers, and withd...
If you are approved for a hardship withdrawal, your employee contribution election on file will remain in place and contributions will continue to be withheld from your pay in the same manner as they had prior to receiving your withdrawal, unless you make a change to your contribution election.
A non-hardship withdrawal generally will be processed on the same business day, provided that the request is made prior to 4 p.m. Eastern time or the close of the New York Stock Exchange, whichever is earlier. A hardship withdrawal will generally be processed in approximately three business days following the receipt of all completed and approved p...
JPMorgan Chase, acting in its Plan sponsor capacity, has provided that one of the investment funds of the Plan shall include the JPMorgan Chase Common Stock Fund and has designated that fund as an Employee Stock Ownership Plan. As a result, if you wish, you may elect to have any dividend income attributable to your vested account balance under the ...
Vesting service will include service from your original date of hire with WePay Inc.
Vesting service will include service from your original date of hire with WePay Inc.
Vesting service will include service from your original date of hire with WePay Inc.
Vesting service will include service from your original date of hire with WePay Inc.
Vesting service will include service from your original date of hire with WePay Inc.
Vesting service will include service from your original date of hire with WePay Inc.
Vesting service will include service from your original date of hire with WePay Inc.
Vesting service will include service from your original date of hire with WePay Inc.
Vesting service will include service from your original date of hire with WePay Inc.
Vesting service will include service from your original date of hire with WePay Inc.
Vesting service will include service from your original date of hire with WePay Inc.
Vesting service will include service from your original date of hire with WePay Inc.
Vesting service will include service from your original date of hire with WePay Inc.
Vesting service will include service from your original date of hire with WePay Inc.
Vesting service will include service from your original date of hire with WePay Inc.
Vesting service will include service from your original date of hire with WePay Inc.
Vesting service will include service from your original date of hire with WePay Inc.
Vesting service will include service from your original date of hire with WePay Inc.
Vesting service will include service from your original date of hire with WePay Inc.
Vesting service will include service from your original date of hire with WePay Inc.
Vesting service will include service from your original date of hire with WePay Inc.
Vesting service will include service from your original date of hire with WePay Inc.
Vesting service will include service from your original date of hire with WePay Inc.
Vesting service will include service from your original date of hire with WePay Inc.
Vesting service will include service from your original date of hire with WePay Inc.
Vesting service will include service from your original date of hire with WePay Inc.
Vesting service will include service from your original date of hire with WePay Inc.
Vesting service will include service from your original date of hire with WePay Inc.
Vesting service will include service from your original date of hire with WePay Inc.
Vesting service will include service from your original date of hire with WePay Inc.
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For information about your cash balance benefit, go to My Pension via My Rewards: • From Work: My Rewards from the intranet • From Home: myrewards.jpmorganchase.com
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You can access the 401(k) Savings Plan Web Center from work or from home via . My Rewards: • From work: My Rewards. from the intranet • From home: myrewards.jpmorganchase.com To contact the 401(k) Savings Plan Call Center: Call 1-866-JPMC401k (1-866-576-2401), or 1-303-737-7204 if calling from outside the United States. (The TTY number is
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JPMorgan Chase Login ... fgPL ...
Highlights of the 2023 JPMorgan Chase U.S. Benefits Program. For Employees Living in All States Except Arizona and Ohio. 1 For employees hired on or after December 2, 2017, this plan does not apply to you. Health. Balance. Finances. Visit My Health — your centralized online resource for health care and wellness benefits information.
Supporting Your Plan. My Plan Basics. 1 year ago. Updated. Follow. A 401 (k) plan is a company-sponsored retirement account in which employees can contribute income and where employers may match contributions. What's a Company Sponsored Retirement Plan?
