Edward Jones Advocates for Retirement Security in U.S. Senate Hearing

On December 10, 2025, Chad Williams, a financial advisor from Edward Jones, presented his testimony to the U.S. Senate Committee on Health, Education, Labor, and Pensions (HELP). The focus of the hearing was the future of retirement security and enhancing access to savings opportunities for American workers. During his statement, Williams acknowledged the Committee's past bipartisan efforts to promote retirement savings, highlighting the critical need for policies that encourage Americans to start saving sooner and stay involved with their financial well-being.

Williams expressed Edward Jones' robust support for two key bipartisan bills introduced by Chairman Bill Cassidy (R-LA) and Senator Tim Kaine (D-VA). These bills, named the "Auto Reenroll Act" and the "Helping Young Americans Save for Retirement Act," aim to facilitate earlier and increased savings for employees. He explained that the primary beneficiaries of automatic reenrollment would be young employees who may have chosen to opt out of savings plans at an early age and require additional incentives to begin saving.

Further, Williams pointed out that significant gaps still exist, especially for small business employees, younger workers, and caregivers. He reaffirmed Edward Jones' dedication to collaborating with Congress to bolster retirement security through multiple measures, including:
  • - Increasing participation in retirement plans through automatic reenrollment.
  • - Enabling workers to start saving at an earlier stage.
  • - Supporting the financial stability of caregivers.
  • - Expanding access to retirement plans for small business employees.

"Throughout my career as an Edward Jones financial advisor, I've had the privilege of working closely with clients, guiding them to make decisions that secure their financial futures alongside their families, businesses, and employees," Williams noted during his testimony. "I encounter many Americans eager to make sound financial choices but often unsure of how to proceed. These discussions reveal how financial education paired with thoughtful public policy can significantly influence behaviors and outcomes."

Edward Jones, a prominent North American financial planning firm, has over 20,000 financial advisors catering to more than 9 million clients and managing a total of $2.4 trillion in assets as of September 26, 2025. The company's mission focuses on improving the lives of its clients and communities through intentional partnerships and sustained dedication from its approximately 55,000 associates. Operating branches in 68% of U.S. counties and numerous Canadian provinces and territories, Edward Jones is committed to helping individuals achieve their financial goals. For more information about Edward Jones, visit their website at www.edwardjones.com.

Topics Financial Services & Investing)

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