Move Your Business to the Next Level

Expanding your retirement plan business can lead to an ongoing source of revenue and help you generate numerous cross-selling opportunities. Yet the competition for retirement plan business can be fierce.

Financial Advisor Solutions

ADP Retirement Services Overview

ADP has comprehensive retirement plan solutions that can be tailored to your clients’ needs and set you apart from the competition. We have the product, resources and sales tools to help you succeed in building your retirement plan business.
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Financial Advisor Support Model

No matter what prospecting approach you take, we offer the tools and support you need to maximize your efforts and close the sale.
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Mesirow Co-Fiduciary Service

ADP ACCESS makes available a co-fiduciary service from financial leader Mesirow Financial (“Mesirow”). Acting as a registered investment advisor, Mesirow performs due diligence on a group of funds available on the ADP ACCESS investment fund platform.  Based on their screening process, Mesirow develops “Elite Lists” from which plans can build their own lineups and also builds several suggested investment lineups that plans may leverage, in each case while providing legal protection from third party lawsuits arising from certain ERISA-related issues regarding investment selection and monitoring.
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Payroll Integration

Calculate the time and money savings for your clients with ADP payroll and 401(k).

Financial Advisor Webcasts

Quarterly Webcast with PLANSPONSOR Magazine.
Contact Me

Contact Me

Have an ADP Regional Channel Manager contact you about retirement plan solutions.