Financial Advisors Insights & Tools

Financial Advisors

Smarter tools for better
retirement services.

Experts insights, tools and resources
to keep your plans running smoothly.

Insights & Tools for Retirement Services

With ADP, you get the tools, insights and resources you, your clients and their employees need to keep their retirement plans on course.


ADP Insights

Insights and information from ADP experts to help you deliver exceptional retirement plan results for your clients.

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  • ADP National Employment Report

    INSIGHT

    ADP National Employment Report®

    See a monthly snapshot of U.S. nonfarm private sector employment based on actual transactional payroll data.

  • INSIGHT

    Winning with Wellness

    In this paper, we report the benefits of financial wellness for both employee and employers, layout strategies for implementing and effective and provide information on how to tackle the obstacles an employer might encounter.

Insights from Defined Contribution Investment Only Firms

Access the insights you need to stay on top of trends in the retirement plan marketplace, from reputable third-party thought leaders.

View all Third-Party Insights

  • Invesco

    INSIGHT

    Invesco

    Five Truths Every Investor Needs to Know

  • Oppenheimer

    INSIGHT

    Oppenheimer Funds

    Using ERISA Accounts to Help Manage Fee-related Fiduciary Responsibilities

  • American Century

    INSIGHT

    American Century

    Hope Is Not a Strategy

Retirement Advisor Confidence Index

Track trends in wealth management business cycles with 10 key benchmarks, published monthly in Financial Planning magazine. Roughly 300 advisors are surveyed monthly.

View more See the latest findings

  • 52.3
    3.1% from Previous Month

    SEPTEMBER 2016

    Summer Slowdown

    Advisers say clients are willing to take on more risk, but are looking for better buying opportunities.

  • 49.2
    3.4% from Previous Month

    AUGUST 2016

    Election, Brexit Hurt Tolerance

    Volatility is driving many clients to focus on the near term at the expense of long-term retirement planning, advisers say.

  • 52.6
    2.4% from Previous Month

    JULY 2016

    Seasonal Slowdown

    Advisers noted a dip in their clients’ retirement savings activity following the April 17 tax deadline.

Tools You Can Use

Interactive tools for advisors, retirement plan sponsors and plan participants.

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


401(k) Contribution Calculator ›
Help your clients’ employees figure out how much they should be contributing to their 401(k)s.


Asset Allocation Profiler ›
Determine the best asset allocation for your clients with this simple but powerful survey.


View all Retirement Tools ›

Retirement Plan Materials

Information and resources for sponsors and participants.

Education Materials Catalog ›
Catalog of employee education materials available.
Download Now


Sample Retirement Paycheck Report ›
Share this report to help employees understand how much they need to save to meet their retirement goals. Download Now


View all Retirement Plan Materials ›



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9. These materials have been reprinted with the permission of the applicable publisher and the views expressed therein are those of the author, are intended for general information only and are not intended to provide tax, investment or legal advice or a recommendation for any particular situation. ADP is not affiliated with, nor does it endorse the products and/or services of any financial firm, and is not responsible for the accuracy and/or content of these materials.

ADP, LLC and its affiliates do not offer investment, financial, tax or legal advice or management services. For its retirement plan recordkeeping customers, ADP agrees to act as a nondiscretionary recordkeeper performing ministerial functions at the direction of the plan sponsor and/or plan administrator. Accordingly, ADP does not serve in a fiduciary capacity to any of the retirement plans for which it provides recordkeeping services. ADP also does not serve as an investment advisor or manager to any of the retirement plans for which it provides recordkeeping services. Nothing in these materials is intended to be, nor should be construed as, advice or a recommendation for a particular situation or plan. Please consult with your own advisors for such advice.

Financial Advisors Insights