Financial Advisors

Interactive Tools For Advisors

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


401(k) Contribution Calculator

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


Healthcare Calculator Tool

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


Asset Allocation Profiler

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


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.


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.


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.

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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