Edward Jones Enhances Workplace Retirement Solutions for Business Owners and Their Employees

Edward Jones Expands Workplace Retirement Solutions

On June 15, 2026, Edward Jones announced an exciting expansion in its workplace retirement plan offerings. With the introduction of new product partners and innovative solutions, Edward Jones aims to empower business owners while helping their employees prepare for a financially secure future. This initiative not only reflects Edward Jones’ commitment to high-quality financial services but also addresses the increasing needs of small to large businesses in managing their retirement plans effectively.

New Product Partners

Edward Jones has welcomed J.P. Morgan Asset Management and T. Rowe Price into its suite of product partners, enhancing the selection of retirement solutions available to clients. This expansion underscores the firm’s commitment to offering flexible and diverse options tailored to the unique needs of various businesses.

Katherine Roy, Principal of Workplace and Retirement Solutions at Edward Jones, explained the firm’s approach: "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."

Currently, Edward Jones partners with eleven established product providers, including ADP, Capital Group, Empower, and Transamerica, and now adds J.P. Morgan and T. Rowe Price to further enrich client choices.

Benefits of New Solutions

The integration of J.P. Morgan’s full-service recordkeeping for small businesses through the Everyday 401(k) emphasizes Edward Jones’ recognition of the varying capabilities required by businesses. T. Rowe Price further reinforces this by providing an integrated recordkeeping system suitable for clients across all business sizes, including those with substantial assets.

Enhanced Offerings with Existing Partners

In addition to the new partnerships, Edward Jones is also expanding options with long-standing allies. For example, the FutureStep™ solution from Manulife John Hancock Retirement combines a user-friendly digital retirement experience with expert sales support, making it easier for business owners to navigate their benefits offerings.

Also, the Advisor Series from Transamerica and Capital Group's SIMPLE IRA Plus are set to enhance financial advisory services to clients, offering broader support for complex retirement plans. This allows financial advisors to aid business owners in reaching retirement goals systematically.

Why Workplace Retirement Plans Matter

A recent report by Edward Jones, created in collaboration with Gallup, found that 90% of people who felt "financially fulfilled" owned a retirement account, showing a direct correlation between financial planning and overall well-being. As many Americans start their investment journeys in the workplace, having reliable retirement options is crucial.

Supporting Business Owners and Their Employees

Through the Financial Futures program, Edward Jones is making a tangible difference for small businesses. In 2025, the program facilitated over $2.9 million in grants, fostering growth and instilling long-term financial planning practices. The initiative, alongside the Main Street Initiative, has successfully provided both funding and mentoring, enabling recipients to focus more on retirement savings rather than immediate expenses. 88% of grant recipients reported that their view on retirement significantly improved after integrating strategic planning into their business models.

Conclusion

In a landscape where financial security is increasingly challenging, Edward Jones stands out by combining personalized financial advisory services with robust retirement solutions. By prioritizing the needs of business owners and their employees, Edward Jones strengthens the fabric of communities, ensuring a more financially secure future for all stakeholders involved. For more insights into Edward Jones or their retirement solutions, visit edwardjones.com/workplace.

Through these initiatives, Edward Jones is reshaping the retirement landscape for business owners and their employees, emphasizing that financial fulfillment is not just a goal but an attainable reality for many.