Edward Jones Kicks Off Development of Groundbreaking Retirement Plan Management Tech

Katherine Roy, Principal, Workplace and Retirement Solutions at Edward Jones

“At Edward Jones, we saw an opportunity to simplify retirement plan management. 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.”

Nick Gavronsky, CEO and co-founder of Aboon

“RPMC will leverage Aboon Workplace, an AI-native platform that lets advisors find and win retirement plans all in one place. Together, we're creating a simpler, more streamlined experience for all advisors, whether they're launching or scaling their retirement plan business.”

Rob Barnett, President and Chief Executive Officer of Great Gray Group, overseeing RPAG

“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.”

Katherine Roy, Principal, Workplace and Retirement Solutions at Edward Jones

“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.”