Vestwell announces Chase deal

Ary Rosenbaum - The Rosenbaum Law Firm P.C.
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Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Vestwell announced the expanded distribution of J.P. Morgan Asset Management’s Everyday 401(k), as well as the expansion of the Everyday 401(k)’s capabilities, including allowing financial advisors to serve as a 3(38) investment manager in the workplace retirement plan.

J.P. Morgan’s workplace savings platform for small businesses will continue to be offered through JPMorgan Chase business banking and will now be available to financial advisors, jointly distributed with Vestwell.

DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.

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