Edward Jones is a leading financial services firm serving clients across North America, with operations in the United States and Canada. In June, the firm announced a significant expansion of its workplace retirement plan capabilities, adding new product partners and solutions designed to help business owners and their employees improve long-term financial fulfillment. The expanded lineup reinforces the firm’s commitment to client choice.

"Employers' needs differ, and no single provider fits every scenario,” according to Katherine Roy, Principal, Workplace and Retirement Solutions at Edward Jones. “Edward Jones' approach offers high-quality capabilities from established recordkeepers while maintaining flexibility and choice for clients. 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 249 on the Fortune 500, which is why we believe business owners trust Edward Jones with their workplace retirement plans.”

Edward Jones' retirement plan product shelf now includes eleven product partners, making the firm a top choice for business owners looking for a trusted partner to serve their workplace retirement plans. J.P. Morgan Asset Management has worked with Edward Jones as a product partner since 2013 and ranks number one for the firm's net mutual fund sales for eight consecutive years. In June 2026, the relationship 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, from startups to large plans of $150-plus million assets under custody. 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, for example, is now available to all Edward Jones clients. It 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), which is targeted to plans greater than $10 million, will expand capabilities for financial advisors, enabling them to support more complex plans within one integrated platform. Capital Group's SIMPLE IRA Plus enhanced digital retirement solution will be available to Edward Jones clients in 2027. It offers small businesses and startups streamlined onboarding as well as the option for Roth contributions.

Empower's Pre-Packaged Retirement Plan (PREP) was launched with Edward Jones in April 2026. It 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 is now available alongside all retirement plan offerings. The service 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.

Edward Jones ranked number one for advised investor satisfaction among 23 wealth management firms in the JD Power 2026 U.S. Investor Satisfaction Study. In June, the firm was named to the Fortune 500 list for the 14th consecutive year. In April, it was ranked at 21 on the 2026 Fortune 100 Best Companies to Work list by Great Place To Work and Fortune Magazine. Edward Jones has been a Hacienda tenant since 2005. The firm’s more than 20,000 financial advisors serve over nine million clients, with $2.4 trillion in client assets under care as of March 27, 2026.

For more information about Edward Jones, please visit www.edwardjones.com/us-en.