The JPMorganChase U.S. Retiree Benefits Program is available to individuals who met the applicable retiree benefits age and service criteria when their employment terminated with JPMorganChase or a Heritage organization. The information included here provides eligible retirees with important details on the JPMorganChase U.S. Retiree Benefits Program — such as which plans are available to you, how they work and what they offer.

The following Summary Plan Descriptions (SPDs) are applicable to eligible retirees:

  • Retiree Medical Plan
  • Retiree Dental Plan
  • Retiree Vision Plan
  • Retiree Health Reimbursement Arrangement Plan
  • Retiree Life Insurance Plan
  • Retiree Plan Administration

Note that some retirees may also have vested benefits in the 401(k) Savings Plan and the Retirement (Pension) Plan. These documents are accessible on this site under "Retirement Savings."

Retiree Benefits

Select checkboxes to download files

For a complete summary plan description, you will need to download About This Guide, What Happens If and Plan Administration along with the applicable Plan document.