Advisors: Smarter
tools for better
retirement services.

Insights, powerful tools and helpful resources.


Advisors: Get smarter tools
for better retirement services.

Get access to expert insights, powerful technologies and helpful resources all designed to
keep your clients’ retirement plans running smoothly.

A complete suite of retirement tools,
information and services for today’s
professional advisors.

ADP Retirement Tools

ADP Insights

Leverage the professional expertise of ADP to help you deliver
exceptional retirement plan results to your clients.

Help your clients’ employees achieve
financial wellness.

Employees identify financial matters as a top source of stress in their lives.9
ADP can help you provide your clients with Financial Wellness
information and tools to share with their employees.10

Accessed through their retirement plan participant website,
they’ll discover useful insights on topics such as:

  • Managing Debt
  • Saving for college
  • Planning for retirement
  • Estate Planning
  • Long-term investing
  • Saving for a home
  • Staying within a budget
  • Finding money to save
  • Managing healthcare costs

Learn more about ADP Financial Wellness Resources

Retirement Advisor Confidence Index

Advisors say some clients fear a correction in equities, while others are afraid to miss out on further potential gains.


2.4% from Previous Month

Financial Planing & ADP

June 2018

Trade War Worries Clients


2.1% from Previous Month

Financial Planing & ADP

April 2018

Clients’ Stock Allocations on the Rise


0.2% from Previous Month

Financial Planing & ADP

March 2018

Client Risk Aversion Deepens

Helpful tools to get your clients retirement ready.

Retirement means different things to different people. So does retirement readiness. ADP gives
advisors access to a complete suite of helpful tools:

For Advisors

Learn more

Retirement Planning Materials

Good advisors educate their clients throughout the process of financial planning. ADP provides educational materials that can help inform your conversations and equip your clients with the information they need.

  • Education Materials Catalog
    Download our complete catalog of employee education materials.
  • Sample Retirement Payment Report
    Share this report to help employees understand how much they need to save to meet their retirement goals.
Retirement Planning Materials

Help your client navigate the entire retirement
planning journey

View all Retirement Plan Materials

Let's talk

Take your firm to the next level with ADP.

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9. Stress in America — American Psychological Association, February 2015

10. Unless otherwise indicated, educational videos, articles and tools are provided by and are the property of DST Systems, Inc. All other videos, articles and tools are the properties of the third parties named therein. The videos, articles, calculators and tools are for general information only and are not intended to provide financial, investment, tax or legal advice or recommendations, nor are they the sole authority on any regulation, law or ruling. ADP is not responsible for the accuracy and/or content of such materials.

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 Broker-Dealer, Inc. (Member FINRA), an affiliate of ADP, LLC, One ADP Blvd, Roseland, NJ, or of a broker-dealer firm that has executed a marketing agreement with ADP, LLC may offer and sell ADP retirement services products and services or speak to retirement plan features and/or investment options available in any ADP retirement product.