Financial Advisors

Retirement Plan Materials

Information and resources for sponsors and participants.

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Employee Education Program

Overview of employee education program.

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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

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

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Implementation Sell Sheet

Outlined here is a two-year implementation program that you may use to engage participants and increase enrollments into new and legacy plans.


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Current Advisors

 

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.

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