Financial Advisors

Retirement Plan Materials

Information and resources for sponsors and participants.

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Education Materials Catalog

Catalog of employee education materials available

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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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Targeted Postcards

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

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Sample Education Strategy

A sample strategy to help plan sponsors remedy typical plan issues and employee behaviors.


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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.

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