Edward Jones Expands Retirement Platform with J.P. Morgan, T. Rowe Price
Edward D. Jones & Co. is expanding its workplace retirement offerings through a series of partnerships aimed at serving businesses ranging from startups to large employers.
The firm will offer full-service recordkeeping solutions for startups and small businesses through J.P. Morgan Asset Management’s Everyday 401(k) plan. J.P. Morgan has served as a product partner to Edward Jones since 2013.
The expansion is part of a broader push by Edward Jones to enhance its retirement platform through existing strategic relationships. Investment products from T. Rowe Price Group will become available to Edward Jones financial advisors beginning in late 2026, according to the company.
Edward Jones is also broadening access to retirement products from other long-standing partners. Manulife John Hancock Retirement’s FutureStep plan will be made available to all Edward Jones clients, while Transamerica’s Advisor Series will expand the firm’s capabilities for retirement plans with assets exceeding $10 million.
In 2027, clients will gain access to Capital Group’s SIMPLE IRA Plus, a digital retirement savings offering designed for startups and small businesses. The addition follows the launch in April of Empower’s Pre-Packaged Retirement Plan, which joined a growing suite of bundled retirement products offered through Capital Group, Manulife John Hancock and Transamerica.
Edward Jones currently partners with retirement providers including ADP, Capital Group, Empower, Manulife John Hancock Retirement, Paychex, Principal Financial Group, Transamerica, Nationwide and Voya Financial.
