{"id":871502,"date":"2026-06-16T16:15:35","date_gmt":"2026-06-16T16:15:35","guid":{"rendered":"https:\/\/www.europesays.com\/us\/871502\/"},"modified":"2026-06-16T16:15:35","modified_gmt":"2026-06-16T16:15:35","slug":"edward-jones-expands-workplace-retirement-plan-offerings","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/us\/871502\/","title":{"rendered":"Edward Jones Expands Workplace Retirement Plan Offerings"},"content":{"rendered":"<p>Edward Jones today announced a significant expansion of its workplace retirement plan capabilities by adding new retirement plan product partners in J.P. Morgan Asset Management and later this year T. Rowe Price\u2014and also announced expanded product offerings from some long-standing partners.<\/p>\n<p>The new product partners and solutions are designed to help business owners and their employees improve long-term financial fulfillment. Edward Jones said in a\u00a0<a href=\"https:\/\/www.prnewswire.com\/news-releases\/edward-jones-expands-workplace-retirement-solutions-for-business-owners-and-their-employees-302798610.html\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">press release<\/a>\u00a0today it offers a high-quality and highly selective suite of retirement plan solutions backed by a rigorous due diligence process to support businesses of all sizes and their employees.<\/p>\n<p><img data-od-added-loading=\"\" data-od-replaced- data-od-xpath=\"\/HTML\/BODY\/DIV[@id='page']\/*[1][self::DIV]\/*[4][self::MAIN]\/*[1][self::DIV]\/*[1][self::DIV]\/*[1][self::DIV]\/*[1][self::DIV]\/*[4][self::DIV]\/*[1][self::DIV]\/*[2][self::DIV]\/*[2][self::DIV]\/*[5][self::DIV]\/*[1][self::FIGURE]\/*[1][self::IMG]\" loading=\"lazy\" data-recalc-dims=\"1\" decoding=\"async\" width=\"269\" height=\"265\" src=\"https:\/\/www.europesays.com\/us\/wp-content\/uploads\/2026\/06\/Capture2-e1599947545376-1.png\" alt=\"Katherine Roy Edward Jones\" class=\"wp-image-32863\" style=\"width:194px;height:auto\"  \/>Katherine Roy<\/p>\n<p>\u201cEmployers\u2019 needs differ, and no single provider fits every scenario. Edward Jones\u2019 approach offers high-quality capabilities from established recordkeepers while maintaining flexibility and choice for clients,\u201d said Katherine Roy, Principal, Workplace and Retirement Solutions at Edward Jones. \u201cClients can benefit from personalized service from a local financial advisor, supported by the strength and fiduciary discipline of a registered investment advisor (RIA) ranked No. 249 on the Fortune 500, which is why we believe business owners trust Edward Jones with their workplace retirement plans.\u201d<\/p>\n<p>Edward Jones\u00a0<a href=\"https:\/\/www.edwardjones.com\/us-en\/workplace\" type=\"link\" id=\"https:\/\/www.edwardjones.com\/us-en\/workplace\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">partners<\/a> with ADP, Capital Group, Empower, Manulife John Hancock Retirement, Paychex, Principal, Transamerica, Nationwide and Voya\u2014both added earlier in 2026\u2014and the two newest additions, J.P. Morgan Asset Management and T. Rowe Price for workplace retirement plans.<\/p>\n<p>J.P. Morgan Asset Management has worked with Edward Jones as a product partner since 2013 and ranks No. 1 for the firm\u2019s net mutual fund sales for eight consecutive years. In June 2026, the relationship has expanded to include full-service recordkeeping solutions for start-ups and small businesses through Everyday 401(k) by J.P. Morgan.<\/p>\n<p>T. Rowe Price is one of the leading providers of retirement plans in the U.S., serving over two million participants as of September 2025. T. Rowe Price offers clients of all sizes an integrated recordkeeping system. T. Rowe Price products will roll out to Edward Jones financial advisors in late 2026.<\/p>\n<p>Edward Jones has also expanded offerings with long-standing product partners:<\/p>\n<ul class=\"wp-block-list\">\n<li><strong>Manulife<\/strong>\u00a0<strong>John Hancock Retirement\u2019s<\/strong>\u00a0<a href=\"https:\/\/edge.prnewswire.com\/c\/link\/?t=0&amp;l=en&amp;o=4710006-1&amp;h=2890132832&amp;u=https%3A%2F%2Fretirement.johnhancock.com%2Fus%2Fen%2Fretirement-products%2Fretirement-plans%2Ffuturestep%23easy-to-do-business-with&amp;a=FutureStep\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">FutureStep<\/a>\u2014now available to all Edward Jones clients\u2014combines a dynamic digital retirement plan experience with Manulife John Hancock\u2019s sales and service strength to help business owners expand their company benefits and work towards delivering better outcomes for their employees.<\/li>\n<li><strong>Transamerica\u2019s Advisor Series (NAV)<\/strong>\u2014targeted to plans greater than $10M\u2014will expand capabilities for financial advisors, enabling them to support more complex plans within one integrated platform.<\/li>\n<li><strong>Capital Group\u2019s SIMPLE IRA Plus<\/strong>\u2014Capital Group\u2019s enhanced digital retirement solution will be available to Edward Jones clients in 2027, offering small businesses and startups streamlined onboarding as well as the option for Roth contributions. SIMPLE IRA Plus provides the benefits and convenience of 401(k) plan features, backed by Capital Group\u2019s investment capabilities, competitive pricing and reputation for high-quality service.<\/li>\n<li><strong>Empower\u2019s Pre-Packaged Retirement Plan (PREP)<\/strong>\u2014launched with Edward Jones in April 2026\u2014simplifies implementation and improves efficiency for plan sponsors and advisors, adding to a suite of PREP products offered through Capital Group, Manulife John Hancock and Transamerica.<\/li>\n<\/ul>\n<p>Additionally,\u00a0<a href=\"https:\/\/edge.prnewswire.com\/c\/link\/?t=0&amp;l=en&amp;o=4710006-1&amp;h=1800643231&amp;u=https%3A%2F%2Fwww.additionwealth.com%2F&amp;a=Addition+Wealth\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Addition Wealth<\/a>\u2014now available alongside all retirement plan offerings\u2014helps employers provide differentiated benefits to their employees, including accessible financial education. The digital financial engagement platform, which is part of\u00a0<a href=\"https:\/\/edge.prnewswire.com\/c\/link\/?t=0&amp;l=en&amp;o=4710006-1&amp;h=3119334118&amp;u=https%3A%2F%2Fwww.edwardjones.com%2Fus-en%2Fedward-jones-ventures%3Fmsockid%3D351e9ecfdb556f36293e881cdab96e9e&amp;a=Edward+Jones+Ventures%27\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Edward Jones Ventures\u2019<\/a>\u00a0portfolio, empowers employees to make confident financial decisions.<\/p>\n<p><strong>Enabling financial advisors<\/strong><\/p>\n<p>To better enable financial advisors to serve business owners with workplace retirement plans, Edward Jones has expanded support for financial advisors, including dedicated workplace retirement plan consultants, team-based coverage for complex businesses and acumen building.<\/p>\n<p>The firm has also invested in\u00a0<a href=\"https:\/\/edge.prnewswire.com\/c\/link\/?t=0&amp;l=en&amp;o=4710006-1&amp;h=1806668691&amp;u=https%3A%2F%2Fbrillian.co%2F&amp;a=Brillian\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Brillian<\/a><strong>\u00a0<\/strong>through\u00a0<a href=\"https:\/\/edge.prnewswire.com\/c\/link\/?t=0&amp;l=en&amp;o=4710006-1&amp;h=59922670&amp;u=https%3A%2F%2Fwww.edwardjones.com%2Fus-en%2Fedward-jones-ventures%3Fmsockid%3D113e26d194b9652a06e431d595e264a1&amp;a=Edward+Jones+Ventures\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Edward Jones Ventures<\/a>. Brillian equips financial advisors with business valuation and performance insights that help business owners integrate their companies into comprehensive financial planning. Select Edward Jones financial advisors are using Brillian in their practices today, with plans for all financial advisors to gain access in early 2027.<\/p>\n<p><strong>Supporting small business<\/strong><\/p>\n<p>Edward Jones\u00a0<a href=\"https:\/\/edge.prnewswire.com\/c\/link\/?t=0&amp;l=en&amp;o=4710006-1&amp;h=1531359726&amp;u=https%3A%2F%2Fwww.edwardjones.com%2Fus-en%2Ffinancial-futures&amp;a=Financial+Futures\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Financial Futures<\/a>\u00a0program helped small businesses access $2.9 million in 2025.<\/p>\n<p>One effort within the Financial Futures program, the Main Street Initiative\u2014in collaboration with the Small Business Empowerment Center and New Leaf Climate\u2014supports small business owners that help make our communities healthy, safe and strong by providing $30,000 grants that amplify their impact to their community and their retirement.<\/p>\n<ul class=\"wp-block-list\">\n<li>The Main Street Initiative is expected to deliver over $1.5M in grants to small business owners across the country by the end of 2026.<\/li>\n<li>Recent grantees on average dedicated 17.7% of the grant for retirement, which they said helped to remove the temptation to redirect money to other business expenses and encouraged long-term retirement planning.<\/li>\n<li>88% of grantees reported their perspective on retirement changed for the better, saying that retirement seemed more possible with intentional and active retirement planning. Grantees also reported exploring retirement plan options like 401(k)s for their staffs.<\/li>\n<\/ul>\n<p>\u201cBy pairing grant funding with hands-on mentoring and intentional retirement planning, we\u2019re helping small business owners strengthen their impact today while working towards long-term financial security for themselves, their employees and the communities they serve,\u201d said Laci Graul, financial advisor at Edward Jones.<\/p>\n<p><a href=\"https:\/\/www.edwardjones.com\/us-en\" type=\"link\" id=\"https:\/\/www.edwardjones.com\/us-en\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">St. Louis-based<\/a>\u00a0Edward Jones\u00a0has more than 20,000 financial advisors serving over 9 million clients, with $2.4 trillion in client assets under care as of March 27, 2026. Edward Jones financial advisors in the U.S. serve over 263,000 workplace retirement plans with $106.9 billion in assets under care for more than 1.3 million plan participants.<\/p>\n<p><strong>SEE ALSO:<\/strong><\/p>\n<p>\u2022\u00a0<a href=\"https:\/\/401kspecialistmag.com\/edward-jones-expands-workplace-dc-plan-capabilities-with-new-product-agreements-technology-investments\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Edward Jones Expands Workplace DC Plan Capabilities with New Product Agreements, Tech Investments<\/a><br \/>\u2022\u00a0<a href=\"https:\/\/401kspecialistmag.com\/as-financial-fulfillment-declines-more-americans-turn-to-their-parents-for-support\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">As Financial Fulfillment Declines, More Americans Turn to Their Parents for Support<\/a><br \/>\u2022\u00a0<a href=\"https:\/\/401kspecialistmag.com\/transamerica-t-rowe-price-tiaa-partner-to-broaden-retirement-income-accessibility\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Transamerica, T. Rowe Price, TIAA Expand Retirement Income Access<\/a><\/p>\n<p><a class=\"m-a-box-avatar-url\" href=\"https:\/\/401kspecialistmag.com\/author\/brian-anderson\/\" rel=\"nofollow noopener\" target=\"_blank\"><img data-od-added-loading=\"\" data-od-replaced- data-od-xpath=\"\/HTML\/BODY\/DIV[@id='page']\/*[1][self::DIV]\/*[4][self::MAIN]\/*[1][self::DIV]\/*[1][self::DIV]\/*[1][self::DIV]\/*[1][self::DIV]\/*[4][self::DIV]\/*[1][self::DIV]\/*[2][self::DIV]\/*[2][self::DIV]\/*[26][self::DIV]\/*[1][self::DIV]\/*[1][self::DIV]\/*[2][self::DIV]\/*[1][self::DIV]\/*[1][self::A]\/*[1][self::IMG]\" loading=\"lazy\" decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/www.europesays.com\/us\/wp-content\/uploads\/2026\/06\/Brian-Anderson-Editor.jpg\" class=\"attachment-150x150 size-150x150\" alt=\"Brian Anderson Editor\" itemprop=\"image\"  \/><\/a><\/p>\n<p>Veteran financial services industry journalist Brian Anderson joined 401(k) Specialist as Managing Editor in January 2019. He has led editorial content for a variety of well-known properties including Insurance Forums, Life Insurance Selling, National Underwriter Life &amp; Health, and Senior Market Advisor. He has always maintained a focus on providing readers with timely, useful information intended to help them build their business.<\/p>\n","protected":false},"excerpt":{"rendered":"Edward Jones today announced a significant expansion of its workplace retirement plan capabilities by adding new retirement plan&hellip;\n","protected":false},"author":3,"featured_media":871503,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[15],"tags":[64,87897,203563,255,16341,155355,67,132,68],"class_list":["post-871502","post","type-post","status-publish","format-standard","has-post-thumbnail","category-personal-finance","tag-business","tag-edward-jones","tag-j-p-morgan-asset-management","tag-personal-finance","tag-retirement-plans","tag-t-rowe-price","tag-united-states","tag-unitedstates","tag-us"],"share_on_mastodon":{"url":"","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts\/871502","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/comments?post=871502"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts\/871502\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/media\/871503"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/media?parent=871502"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/categories?post=871502"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/tags?post=871502"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}