Experienced Retirement Experts Josh Forstater
and Tina Anstett Join the Firm
NEW
YORK, Jan. 6, 2025 /PRNewswire/ -- J.P. Morgan
Asset Management today announced that Josh Forstater and
Tina Anstett have joined the firm in
key leadership positions on the Retirement team. These strategic
hires reflect J.P. Morgan Asset Management's dedication to
providing innovative solutions and insights to support the evolving
needs of retirement plan sponsors, advisors, consultants, and
participants.
Josh Forstater will serve as Managing Director,
Head of Everyday 401(k), a retirement plan service for small
businesses and startups, where he will lead efforts to expand and
scale the firm's offering. In this newly created role, Josh reports
to Brant Wong, Head of Retirement
Platform. Mr. Forstater joins from Vestwell, a leading workplace
retirement and savings platform, where he was one of Vestwell's
first 10 employees and had roles successfully leading the firm's
Business Development and Workplace Sales & Distribution
organizations.
"Josh's expertise in leveraging technology and distribution will
play an important role in expanding our Everyday 401(k) platform.
With projections of 300,000 new retirement plans by 2030, primarily
from small businesses, J.P. Morgan is committed to providing
retirement solutions that meet the evolving needs of small business
owners and advisors alike," said Steve Rubino, Head of
Retirement at J.P. Morgan Asset Management.
Tina Anstett joins as Executive Director,
ERISA Strategist, bringing over 25
years of industry experience. In this role, she reports to
Michael Conrath, Chief Retirement
Strategist. She will lead the firm's legislative and regulatory
thought leadership program. This initiative will provide timely and
educational content, further enhancing J.P. Morgan's Retirement
Insights platform. Previously, Ms. Anstett was with Smart
USA Co., where she supported the
design and delivery of ERISA fiduciary oversight services and
provided regulatory guidance for their retirement plan technology
development initiatives.
"Tina's extensive experience with advisors, plan sponsors, and
key industry stakeholders uniquely positions her to guide our
clients through the regulatory and legislative complexities of the
expanding defined contribution marketplace. Her insights will be
invaluable in maintaining J.P. Morgan's leadership in delivering
timely and relevant information to our clients and partners as they
navigate the evolving landscape to provide retirement solutions"
said Conrath.
Biographies
Josh Forstater is a
Managing Director and the Head of Everyday 401(k) for J.P.
Morgan Asset Management's Retirement Team in New York. In this role, he leads distribution
efforts for the Everyday 401(k) platform, J.P. Morgan's retirement
plan product geared toward small business clients.
Prior to joining J.P. Morgan, Josh served as Managing Director
and Head of Business Development & Solution Design
at Vestwell, a fintech and industry leader in retirement, 529,
and ABLE plans. He was one of the first 10 employees at the company
and held different positions within the firm leading and scaling
business development, retirement plan distribution, partnerships,
and product management. Before that, he held roles as Vice
President of Institutional European Equity Sales at Nomura
Securities and as a Finance Analyst at Deutsche Asset
Management.
Josh holds an MBA from Columbia Business
School and dual undergraduate degrees in Finance and
Philosophy from Villanova University.
Tina Anstett is an Executive Director,
ERISA Strategist for J.P. Morgan
Asset Management's Retirement Insights Team in New York. In this role, she oversees the
development and delivery of retirement insights, focusing on the
regulatory and legislative landscape.
Previously, Tina served as Chief Legal Officer and Head of
Fiduciary Services at Smart USA
Co. (Smart), where she supported the design and delivery of
Smart's ERISA fiduciary oversight services, provided
regulatory guidance for their retirement plan technology
development initiatives, and offered general legal and governance
support to Smart and its subsidiaries. She also sat on the Board of
Directors of Smart's subsidiary Smart Retirement Solutions, Inc.
(SRS) and was a member of the SRS Fiduciary Oversight Committee.
Before joining Smart in 2022, Tina was Director, Advanced
Markets-401(k), and later Director, Product Regulatory and Sales
Support within Equitable's Group Retirement business. Prior to
Equitable, she served as Chief Legal Officer for USI Consulting
Group.
Tina holds a BA from New York
University, a JD from Western New
England University School of Law and is a member of the
Connecticut Bar.
About J.P. Morgan Asset Management
J.P. Morgan Asset Management, with assets under management of
$3.5 trillion (as of 9/30/2024), is a
global leader in investment management. J.P. Morgan Asset
Management's clients include institutions, retail investors and
high net worth individuals in every major market throughout the
world. J.P. Morgan Asset Management offers global investment
management in equities, fixed income, real estate, hedge funds,
private equity and liquidity. For more information,
visit: www.jpmorgan.com/am
JPMorgan Chase & Co. (NYSE: JPM) is a leading financial
services firm based in the United
States of America ("U.S."), with operations worldwide.
JPMorganChase had $4.2 trillion in assets and $346
billion in stockholders' equity (as of 9/30/2024). The Firm is
a leader in investment banking, financial services for consumers
and small businesses, commercial banking, financial transaction
processing and asset management. Under the J.P. Morgan and Chase
brands, the Firm serves millions of customers in the U.S., and many
of the world's most prominent corporate, institutional and
government clients globally. Information about JPMorgan Chase &
Co. is available at www.jpmorganchase.com.
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SOURCE J.P. Morgan Asset Management