Edward Jones has broadened its workplace retirement plan offerings, naming JPMorgan Asset Management as a full-service recordkeeping partner and adding T. Rowe Price to its product lineup. The moves, announced in early 2026, underscore the firm's push into the small-business 401(k) segment, a market that has drawn increased attention from advisors amid regulatory changes and state-level mandates.
JPMorgan's Everyday 401(k) by J.P. Morgan, a full-service recordkeeping solution aimed at startups and small businesses, will now be available to Edward Jones advisors. The firm noted that JPMorgan Asset Management has ranked as its top mutual fund seller for eight consecutive years. T. Rowe Price, which manages retirement plans for over two million participants as of September 2025, will roll out its solutions to advisors in late 2026.
The additions bring Edward Jones' roster of retirement plan product partners to 11, including ADP, Capital Group, Empower, Manulife John Hancock Retirement, Nationwide, Paychex, Principal, Transamerica, and Voya. "Employers' needs differ, and no single provider fits every scenario," said Katherine Roy, principal of workplace and retirement solutions at Edward Jones, in a statement.
The firm's focus on small businesses reflects a broader industry trend. The SECURE 2.0 legislation and state auto-IRA mandates have spurred demand among smaller employers, many of which have been slow to adopt retirement plans. JPMorgan's 2026 Guide to Retirement found that 62% of workers with access to a workplace plan have accumulated at least $100,000, compared with just 5% of those without one.
Edward Jones says it has helped more than 43,000 business owners start retirement plans over the past three years. Its advisors oversee 263,000 workplace retirement plans, representing $106.9 billion in assets under care for more than 1.3 million participants. The firm has also invested in Brillian, a platform that provides business valuation and performance insights, expected to be available to all advisors by early 2027.
In addition to the new partners, Edward Jones expanded offerings with existing providers. Manulife John Hancock Retirement's FutureStep platform is now available to all clients. Transamerica's Advisor Series, for plans exceeding $10 million in assets, has been broadened to support more complex plan structures. Capital Group's SIMPLE IRA Plus, enhanced with Roth contribution options, is expected in 2027. Empower's Pre-Packaged Retirement Plan (PREP), launched in April, simplifies implementation for plan sponsors.
The firm is also integrating Addition Wealth, a digital financial engagement platform in which Edward Jones Ventures has invested, into all retirement plan offerings. The platform helps employers extend financial education benefits to employees. Edward Jones has also joined the National Association of Plan Advisors (NAPA) to enhance professional development and policy advocacy.
Research from Edward Jones and Gallup's Money and Meaning report found that 90% of respondents who considered themselves "financially fulfilled" had a retirement account, versus 57% of those "financially stressed." A separate survey with Morning Consult in September found that nearly one in three Americans had their first investment experience at work. The firm's 2026 Purpose, Inclusion and Citizenship Report showed $1.1 trillion in assets across 7.7 million individual retirement accounts and $21.4 billion in 529 education savings plan assets.
For advisors, the expansion offers a broader toolkit to capture the growing small-business retirement market. As IRA assets hit $18 trillion, workplace plans remain a key pipeline for wealth management relationships. The moves also come amid a wave of advisor recruiting, as seen in recent LPL and Raymond James additions from Edward Jones and other firms.
