Edward Jones Steps Up Retirement Plan Game with New Partners, Products
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—and also announced expanded product offerings from some long-standing partners.
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 press release today 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.
“Employers’ needs differ, and no single provider fits every scenario. Edward Jones’ approach offers high-quality capabilities from established recordkeepers while maintaining flexibility and choice for clients,” said Katherine Roy, Principal, Workplace and Retirement Solutions at Edward Jones. “Clients 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.”
Edward Jones partners with ADP, Capital Group, Empower, Manulife John Hancock Retirement, Paychex, Principal, Transamerica, Nationwide and Voya—both added earlier in 2026—and the two newest additions, J.P. Morgan Asset Management and T. Rowe Price for workplace retirement plans.
J.P. Morgan Asset Management has worked with Edward Jones as a product partner since 2013 and ranks No. 1 for the firm’s 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.
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.
Edward Jones has also expanded offerings with long-standing product partners:
- Manulife John Hancock Retirement’s FutureStep—now available to all Edward Jones clients—combines a dynamic digital retirement plan experience with Manulife John Hancock’s sales and service strength to help business owners expand their company benefits and work towards delivering better outcomes for their employees.
- Transamerica’s Advisor Series (NAV)—targeted to plans greater than $10M—will expand capabilities for financial advisors, enabling them to support more complex plans within one integrated platform.
- Capital Group’s SIMPLE IRA Plus—Capital Group’s 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’s investment capabilities, competitive pricing and reputation for high-quality service.
- Empower’s Pre-Packaged Retirement Plan (PREP)—launched with Edward Jones in April 2026—simplifies 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.
Additionally, Addition Wealth—now available alongside all retirement plan offerings—helps employers provide differentiated benefits to their employees, including accessible financial education. The digital financial engagement platform, which is part of Edward Jones Ventures’ portfolio, empowers employees to make confident financial decisions.
Enabling financial advisors
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.
The firm has also invested in Brillian through Edward Jones Ventures. 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.
Supporting small business
Edward Jones Financial Futures program helped small businesses access $2.9 million in 2025.
One effort within the Financial Futures program, the Main Street Initiative—in collaboration with the Small Business Empowerment Center and New Leaf Climate—supports 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.
- 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.
- 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.
- 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.
“By pairing grant funding with hands-on mentoring and intentional retirement planning, we’re helping small business owners strengthen their impact today while working towards long-term financial security for themselves, their employees and the communities they serve,” said Laci Graul, financial advisor at Edward Jones.
St. Louis-based Edward Jones has 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.
SEE ALSO:
• Edward Jones Expands Workplace DC Plan Capabilities with New Product Agreements, Tech Investments
• As Financial Fulfillment Declines, More Americans Turn to Their Parents for Support
• Transamerica, T. Rowe Price, TIAA Expand Retirement Income Access
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 & 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.