Edward Jones Kicks Off Development of Groundbreaking Retirement Plan Management Tech

With new retirement plan management solution, Edward Jones will equip financial advisors to best serve business owners and their employees.

• Edward Jones will introduce a groundbreaking, end-to-end and AI-powered solution for workplace retirement plan management beginning in 2027.
• The Retirement Plan Management Center is being built in collaboration with Aboon and Retirement Plan Advisory Group (RPAG®), part of Great Gray Group.
• Edward Jones' recent Money and Meaning: Understanding Financial Fulfillment report in partnership with Gallup found that 90% of respondents considered "financially fulfilled" had a retirement account such as a 401(k) or Roth IRA compared to just 57% of those considered "financially stressed."

ST. LOUIS, Sept. 30, 2026 /PRNewswire/ -- Edward Jones today announced a significant expansion in the firm's workplace business with the development of an innovative, AI-powered, end-to-end retirement plan management tool in collaboration with Aboon and Retirement Plan Advisory Group, LLC (RPAG®) – part of Great Gray Group, LLC.

The expansion aims to enable financial advisors to best serve business owners and their employees with workplace retirement plans and strengthens the firm's ability to serve clients across every stage of their financial journeys. 

How Edward Jones is simplifying retirement plan management for financial advisors

To better enable financial advisors to serve business owners with workplace retirement plans, Edward Jones is collaborating with Aboon and RPAG to develop a workplace retirement plan management solution. 

• The Retirement Plan Management Center will roll out to Edward Jones financial advisors beginning in 2027, delivering a seamless, integrated experience across the entire workplace retirement plan lifecycle – from prospecting to plan servicing.
• The solution will equip financial advisors with the insights and resources needed to grow and manage retirement plans more efficiently and at scale, with capabilities spanning prospecting, plan type evaluations, recordkeeper analysis and selection, proposal generation, onboarding, benchmarking and ongoing plan servicing.

"At Edward Jones, we saw an opportunity to simplify retirement plan management," said Katherine Roy, Principal, Workplace and Retirement Solutions at Edward Jones. "By combining the strengths of Edward Jones, Aboon and RPAG, we're building a more connected experience that helps advisors manage retirement plans more efficiently and better serve business owners and their employees."

Once complete, the Retirement Plan Management Center will include an innovative centralized prospecting tool that helps financial advisors uncover opportunities across businesses – whether they have retirement plans or not – and a plan dashboard complete with integrated metrics, insights, alerts and notifications.

Why Edward Jones is teaming up with Aboon and RPAG:

Edward Jones is working with select technology partners, including Aboon and RPAG, to build a unified experience and accelerate delivery for practice teams.

• Aboon's presence in the industry as a third-party administrator and workplace platform that helps advisors find, win and expand new plan business makes them a strong match for supporting adjacent experiences within the plan prospecting and sales process. Aboon Workplace is designed to support additional third-party administrators on the platform, which will give advisors even more choice as they build their retirement plan business.
  
  "RPMC will leverage Aboon Workplace, an AI-native platform that lets advisors find and win retirement plans all in one place," said Nick Gavronsky, Aboon CEO and co-founder. "Together, we're creating a simpler, more streamlined experience for all advisors, whether they're launching or scaling their retirement plan business."

• RPAG provides an industry-leading technology platform retirement plan advisors use to manage plan data, due diligence and reporting, supporting more than 120,000 plans and 10 million participants nationwide. That depth of plan data makes RPAG a strong fit for recordkeeper proposal comparisons, the implementation process at Edward Jones and plan servicing capabilities such as fee benchmarking and investment reporting.
  
  "The next decade of workplace retirement will be decided by the innovation supporting advisors. Advisors are carrying more plans, more data and more scrutiny than the tools they inherited were built to handle. Edward Jones is rebuilding that layer and we're very pleased to have RPAG be a significant part of that rebuild," said Rob Barnett, President and Chief Executive Officer of Great Gray Group, overseeing RPAG.

Why workplace retirement plans matter

Edward Jones' recent Money and Meaning: Understanding Financial Fulfillment report in partnership with Gallup found that 90% of respondents considered "financially fulfilled" had a retirement account such as a 401(k) or Roth IRA compared to just 57% of those considered "financially stressed."

• With nearly a third of Americans having their first investment experience in the workplace – according to September 2025 research from Edward Jones and Morning Consult – the workplace remains a primary entry point for individual investors to begin their financial journeys. 

"We're innovating, investing and systematically removing barriers of entry for financial advisors, business owner clients, and their employees, because we see the retirement space as a driver of financial fulfillment for clients and a growth engine for the firm," said Roy.

For more information on how Edward Jones is empowering business owners and their employees through workplace retirement solutions and financial education, visit edwardjones.com/workplace and read Edward Jones 2026 Purpose, Inclusion and Citizenship Report.

About Edward Jones 

Edward Jones is a leading financial services firm serving clients across North America, with operations in the United States and Canada. It ranked No. 1 for advised investor satisfaction among 23 wealth management firms in the JD Power 2026 U.S. Investor Satisfaction Study*. More than 20,000 financial advisors serve over 9 million clients, with $2.6 trillion in client assets under care as of June 26, 2026. Edward Jones' purpose is to partner for positive impact to improve the lives of its clients and colleagues, and together, better our communities and society. Through the dedication of the firm's approximately 55,000 associates and our branch presence in 68% of U.S. counties and all Canadian provinces, Edward Jones is committed to helping improve the financial fulfillment for tens of millions of long-term investors across North America by providing comprehensive, personalized planning and professional advice. The Edward Jones website is at www.edwardjones.com, and its recruiting website is www.careers.edwardjones.com. Member SIPC. 

*2026 JD Power U.S. Full Service Investor Satisfaction Study among Wealth Management Firms for Advised Investor Satisfaction, published March 2026, data as of January 2026. Compensation provided for using, not obtaining, the ranking. 

The firm receives payments known as revenue sharing from certain mutual fund companies, 529 plan program managers and insurance companies (collectively referred to as "product partners"). Certain firm transactions relating to mutual funds (outside of advisory programs), 529 plans and annuity products involve product partners who pay revenue sharing to the firm.

Forward-Looking Statements

This press release contains forward-looking statements within the meaning of U.S. securities laws. You can identify forward-looking statements by words that predict or indicate future events, such as "will," "plan," "develop," "build," "aim," "expect," "intend," "anticipate," "believe," "estimate," "project," "roll out," "deliver," "create," "enable," "equip," "opportunity," or "once complete" and similar expressions. Forward-looking statements involve known and unknown risks, uncertainties and other factors, some of which are beyond the control of The Jones Financial Companies, L.L.L.P., and actual results may differ materially. These risks and uncertainties include technology development and implementation challenges, third-party performance and the Risk Factors discussed in the firm's Annual Report on Form 10-K, as supplemented by its Quarterly Reports on Form 10-Q and any Current Reports on Form 8-K. These statements are based on information, plans and estimates as of the date of this press release, and the firm does not undertake to update them, except as required by law.

FAQ:

Do financial advisors at Edward Jones serve workplace retirement plans?
Edward Jones financial advisors in the U.S. serve over 263,000 workplace retirement plans with $106.9 billion in assets under care for more than 1.3 million plan participants, as of Dec. 31, 2025. This includes plans of all types (SEP, SIMPLE, 401(k), 403(b), 457 etc.) (2026 Purpose Inclusion and Citizenship Report).

How is Edward Jones equipping financial advisors to serve business owner clients?
To better enable financial advisors to serve business owners with workplace retirement plans, Edward Jones is collaborating with Aboon and RPAG to develop a groundbreaking, end‑to‑end and AI-powered solution for workplace retirement plan management. The Retirement Plan Management Center will deliver a seamless, integrated experience across the entire workplace retirement plan lifecycle – from prospecting to plan servicing.

Why might Edward Jones be a good choice for business owners?
What truly makes Edward Jones different is the combination of deep local relationships and the power of a firm ranked No. 249 on the Fortune 500® behind every financial advisor. At the center of our model is the Edward Jones financial advisor who knows the business owner, sits across the table from them, meets with their employees and is present in their community. That kind of trusted relationship is incredibly rare in the workplace retirement industry. Every financial advisor is backed by an entire enterprise focused on due diligence, risk management, investment oversight and operational rigor.

What services does Edward Jones provide specifically for small business owners and entrepreneurs?
Edward Jones offers integrated retirement, advisory and business solutions to help owners manage their business and work towards building financial security for themselves and their employees. Edward Jones helps business owners by providing:

• Workplace retirement plans with flexible provider options tailored to business size and growth stage
• Personalized financial advice from local financial advisors, backed by strong fiduciary oversight and enterprise support
• Business planning and valuation insights to integrate the owner's business into their overall financial strategy
• Employee financial wellness solutions to help enhance benefits and retention
• Grants, education and mentoring programs that support small business growth and long-term financial security

SOURCE Edward Jones