Edward Jones today announced an expansion of its workplace retirement plan offerings, enabling its 20,000 financial advisors to better serve local business owners through new partnerships/retirement plan services to include Nationwide and Voya and investing in new technologies like Aboon, which streamlines retirement plan design and administration, and Addition Wealth, a digital financial wellness platform.
“By investing in technologies like Aboon and Addition Wealth, we’re helping our practice teams better serve local business owners and their employees on their path to financial wellness.”
Greg Robinson, Edward Jones Ventures
“For nearly a third of Americans, the workplace is where they have their first investment experience,” said Alyssa (Lysa) Harper, Principal and Head of the Workplace Segment at Edward Jones. “The investments Edward Jones is making, along with our expansive geographic reach, provide a tremendous opportunity to meet more people where they are—at work—offering business owners and their employees the advice, products and education they need throughout their financial journey.”
Edward Jones has finalized new agreements with Nationwide and Voya to offer their retirement plan tools and services to clients.
- Nationwide: Edward Jones has partnered with Nationwide since 2021 to offer a suite of annuity, life insurance and securities backed lending products. In early 2026—Nationwide’s Centennial year—that relationship will expand to include workplace retirement plans. Nationwide is committed to helping Americans prepare for and live in retirement through better participant experiences, administrative simplicity and values that translate to service.
- Voya: Similarly, Edward Jones financial advisors will be able to offer Voya’s comprehensive suite of retirement plan tools and services to clients reflecting a shared commitment to help workplace clients achieve financial wellness from their working years through retirement.
The firm also is rolling out new technologies designed to make it easier for its financial advisors to engage with workplace clients.
- Aboon is a new, digital-first third-party administrator (TPA) built to make working with 401(k) plans faster, easier and more efficient. Now available to clients of all Edward Jones financial advisors, Aboon is reducing time spent on designing, onboarding and servicing retirement plans and providing enhanced experiences to support and serve business owner clients. Aboon has helped business owners receive plan design proposals in as little as 15 minutes and create plan documents in just 1 hour, far outpacing manual processes that typically take weeks or months.
- Addition Wealth is a digital financial wellness platform that can be offered alongside retirement plans enabling financial advisors to strengthen their workplace offering and helping employers provide differentiated benefits to their employees, including accessible financial education. Currently being rolled out to Edward Jones practice teams, Addition Wealth integrates expert human guidance and AI-powered personalization to empower employees to make confident financial decisions.
Both technologies were supported by Edward Jones Ventures, a strategic and capital partner to innovators in the wealth management space that officially launched earlier this year. Edward Jones Ventures is committed to fostering innovation and driving meaningful value creation for clients, practice teams and the industry.
“We look for strong purpose alignment with founders and innovators who share our commitment to serving clients more completely and who want to collaborate on solutions that solve some of our industry’s greatest challenges,” said Greg Robinson, Head of Edward Jones Ventures. “By investing in technologies like Aboon and Addition Wealth, we’re helping our practice teams better serve local business owners and their employees on their path to financial wellness.”
These efforts are part of significant investments in capabilities, products and services that will better enable Edward Jones to serve different types of clients such as local business owners and affluent investors with complex needs, in new, more specialized ways.
Additionally, the firm has expanded its support of local business owners through the Main Street Initiative. In partnership with the St. Louis Small Business Empowerment Center and New Leaf, the Main Street Initiative offers $30,000 grant opportunities to local business owners facing challenges accessing capital to grow their business or experiencing difficulties saving for retirement in the long-term. Local businesses receive support to help build and sustain their business, make their community stronger and save for their own financial futures.
Recent research by Edward Jones and Morning Consult shows that three in five Americans surveyed contribute to a workplace retirement plan; however, 59% of those Americans’ employers do not offer one to employees, leaving a gap in financial access and education at a critical entry point for investing.
Currently, Edward Jones serves more than 28,000 vendor-held workplace retirement plans helping approximately 715,000 plan participants save for retirement.
SEE ALSO:
• Aboon Secures $17.5M Funding Round
• Addition Wealth Unveils AI-Enabled Financial Wellness Solution