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.

  • INSIGHT

    Financial Wellness

    View a video about ADP’s new program which is designed to educate employees on matters such as budgeting, debt management and overall financial literacy, and provides the planning resources they need to help them achieve financial health.

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

  • 55.7
    2.1% from Previous Month

    SEPTEMBER 2017

    Planners Urge Discipline

    Improvement in business conditions accelerates as bull run overwhelms qualms about valuations.

  • 53.6
    0.05% from Previous Month

    AUGUST 2017

    Hints of Nervousness

    Business conditions may have improved, but the possibility that markets may be overvalued is raising wealth managers’ concerns.

  • 54.1
    2.3% from Previous Month

    JULY 2017

    Advisers’ Optimism Dampened

    As the Department of Labor’s fiduciary rule takes effect, some planners express fear that fees may drop and compliance costs may rise.

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.

Employee Education Program ›
Overview of employee education program.
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.

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.

Financial Advisors Insights