Edward Jones Expands Retirement Solutions with J.P. Morgan, T. Rowe Price Partnerships
Event summary
- Edward Jones adds J.P. Morgan Asset Management and T. Rowe Price as retirement plan product partners, expanding its offerings to 11 partners.
- The firm's Financial Futures program provided $2.9M in grants to small businesses in 2025, with 88% of grantees reporting retirement feels more attainable.
- New product enhancements include Manulife John Hancock Retirement's FutureStep™, Transamerica's Advisor Series (NAV), and Capital Group's SIMPLE IRA Plus.
- Edward Jones serves over 263,000 workplace retirement plans with $106.9B in assets under care for more than 1.3M plan participants.
The big picture
Edward Jones' expansion of its workplace retirement solutions underscores the growing importance of personalized, flexible retirement planning for both business owners and employees. With nearly a third of Americans having their first investment experience in the workplace, the firm's strategic partnerships and product enhancements position it to capitalize on the increasing demand for comprehensive retirement solutions. The firm's commitment to supporting small businesses through grants and financial education further solidifies its role as a key player in the retirement planning industry.
What we're watching
- Market Positioning
- Whether Edward Jones can sustain its growth trajectory by leveraging its expanded product partnerships to capture a larger share of the workplace retirement market.
- Small Business Impact
- The pace at which Edward Jones' Financial Futures program can scale its grant initiatives to support more small businesses in retirement planning.
- Regulatory Compliance
- How Edward Jones' membership in the National Association of Plan Advisors (NAPA) will influence its ability to shape public policy affecting workplace retirement plans.
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