Products & Services Launches

Edward Jones to Release AI-Powered Plan Management Tool

Edward D. Jones & Co. L.P. announced Wednesday plans to release in 2027 the Retirement Plan Management Center, an artificial-intelligence-powered tool for workplace retirement plan management.

Edward Jones is collaborating on the center with Aboon, a provider of tools for third-party administrators, and the Retirement Plan Advisory Group, a 401(k) practice management platform that is part of the Great Gray Group.

The Retirement Plan Management Center, which will roll out to Edward Jones financial advisers next year, will include a centralized prospecting tool and a plan dashboard with integrated metrics, insights, alerts and notifications.

The center is designed to grow and manage retirement plans more efficiently and at scale, with capabilities including prospecting; plan type evaluations; recordkeeper analysis and selection; proposal generation; plan onboarding; benchmarking; and plan servicing.

Sun Life Rolls Out Disability With Health Navigator

Sun Life U.S., a division of Sun Life Financial Inc., is offering Disability with Health Navigator, an addition to employer health plans that provides personalized care navigation to employees facing disabling health conditions or looking for health support.

Health Navigator, Sun Life’s personalized advisory service, helps people access specialized second opinions, specialty providers, medical centers and alternative sites of care.

Health Navigator can take an employer’s available benefits, health programs and support services into account when an employee asks for help. The care adviser can then direct the employee to relevant services or coverage. Health Navigator provides navigation and advisory support, not medical care.