Financial Advisors

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Move your retirement business forward with ADP.


Financial Advisors: ADP helps you take your retirement business further

As a financial advisor, you have a lot of options when it comes to choosing 401(k) products and solutions for your clients. Let us make your decision easier. ADP ACCESS retirement plan solutions com-bine a flexible investment platform with scalable administrative services and support to meet the unique needs of you and your clients. With more than 750 dedicated Retirement Services associates and 45,000 retirement clients1, ADP has the experience and expertise to help you grow your retirement plan business into a strategic and successful ongoing source of revenue that provides true benefits to your clients.

Why Choose ADP for Retirement Plan Services?

Nearly 1.5 million people2 rely on ADP to help them plan for a successful and secure retirement. For 25 years, we’ve provided advisors, representing companies of all sizes, with the tools, services and access they need to help their clients implement successful 401(k) plans that make their employees retirement ready. In short, you get:

Support throughout the journey

With our 401(k) retirement plan solutions, you and your clients benefit from an exceptional service team, smart tools that simplify plan administration and a variety of investment choices. Our innovative technology solutions blended with plan features help guide your clients’ employees toward a single goal: getting ready for retirement.

Easy to manage 401(k) plans

ADP offers our joint payroll and retirement services recordkeeping clients SMARTSyncSM – an intelligent, fully integrated solution that saves your clients time and reduces risk by automating multiple plan administration tasks so your clients spend less time pushing papers and more time making strategic business decisions.

Objective investment solutions

We offer an investment approach that is flexible, objective and unbiased. Looking to create a custom fund lineup? We offer thousands of investments from more than 300 leading investment managers. Perhaps your clients prefer to use one of our fiduciary service solutions that reduce litigation risks as-sociated with investment selection and monitoring. We have strong business relationships with expe-rienced firms to map out a route to investment success for you clients.

“Offering a 401 (k) benefit plan does help us to recruit better talent and retain the best people.”*

Diane Schroer
Controller, Flotech, ADP Retirement Services Client

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ADP Insights

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

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    401(k) Planner

    A calculator to help you clients’ employees determine the value of their money in the future based on their current paycheck and 401(k) numbers.

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    Asset Allocation Profiler

    Determine the best asset allocation for your clients with this simple but powerful survey.

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    Calculate the effect of borrow against a 401Kk) plan on the future value of a retirement account balance.

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    Help your clients map out their employees’ retirement income plan by calculating how different withdrawal rates will impact annual income and portfolio balance.

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    Sample Retirement Paycheck Report

    Share this report to help employees understand how much they need to save to meet their retirement goals.

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    Ongoing Education Presentation

    This reference guide provides the latest detailed rates and schedules for depreciation of various assets as of February 2015.

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    Mailers with a range of topics for plan sponsors to target their employees based on age and behavior.

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Tools & Resources

Retirement Advisor Confidence Index ›
Track trends in wealth management business cycles with the Retirement Advisor Confidence Index, published monthly in Financial Planning magazine.

Tools You Can Use ›
Access interactive tools for financial advisors, retirement plan sponsors and plan participants.

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Current Advisors


1 Source: ADP Retirement Services, June 30, 2014.

2 Source: ADP Retirement Services data as of June 30, 2014.

* Not all clients will experience the same results.  ADP has not compensated any clients or individuals for the included testimonials.

Unless otherwise agreed to in writing with a client, ADP, LLC and its affiliates (ADP) do not endorse or recommend specific investment companies or products, financial advisors or service providers; engage or compensate any financial advisor or firm for the provision of advice; offer financial, investment, tax or legal advice or management services; or serve in a fiduciary capacity with respect to retirement plans. Investment options are available through the applicable entity(ies) for each retirement product. Investment options in the “ADP Direct Products” are available through either ADP Broker-Dealer, Inc. (Member FINRA), an affiliate of ADP, LLC, One ADP Blvd, Roseland, NJ (ADP BD) or (in the case of certain investment) ADP, LLC. Only licensed representatives of ADP BD or of a broker-dealer firm that has executed a marketing agreement with ADP, LLC may offer and sell ADP retirement products and services or speak to retirement plan features and/or investment options available in any ADP retirement product.

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