Retirement Services Case Studies

Please refer to the case studies listed below and click on the link to view the case study of your choice.

Small businesses and companies of all size have unique challenges in meeting their retirement goals, for both themselves and their employees. Read our representative case studies and learn how ADP Retirement Services helps them provide solutions addressing their specific needs.

Owner Only Case Study

For companies with no full-time employees, except a working spouse

SIMPLE IRA Solution 

Small Business Case Study

For companies with up to 50 employees and/or less than $3mm in assets

401(k) Solution 

SIMPLE IRA Solution 

Mid-Sized Business Case Study

For companies with 50 – 1,000 employees and/or more than $3mm in assets

401(k) Solution 

Large Business Case Study

For companies with more than 1,000 employees

401(k) Solution