Financial Advisors

Interactive Tools For Advisors

These Interactive tools can be used by advisors, retirement plan sponsors and plan participants.

CALCULATORS

401(k) Contribution Calculator

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

CALCULATORS

Healthcare Calculator Tool

Determine your potential tax credit under the health care Act with our exclusive health care calculator.

CALCULATORS

Asset Allocation Profiler

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

CALCULATORS

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.

CALCULATORS

Choosing an Annual Withdrawal Rate

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

CALCULATORS

Borrowing from a 401(k)

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


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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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