In competitive markets, retirement plans play an important role in attracting and retaining top talent. Your clients look to you for guidance on how to evaluate, select and set up a retirement plan for their business.
ADP helps you deliver. From flexible plan options to deep HCM expertise, advanced administration technologies, and award-winning technology, you’ll be able to bring your clients a complete retirement planning solution.
Add tools and resources to help them keep their employees engaged and you’ll be the partner they rely on to make it all happen.
Read more about ADP Retirement Services.
Learn more about our investment options, solution for managing plan administration risk,
payroll integration, service and retirement planning tools.
You want to offer clients options, but also simplify decisions for them. ADP makes that possible with two platforms for selecting investments.
The very definition of flexibility, our open architecture option provides access to over 13,000 nonproprietary investment options from 160 leading investment managers. Review, compare, evaluate and bring your clients the right investment options for consideration.
If it’s simplicity you’re looking for, our Screened Investment Tiers include fund options evaluated by a third-party investment firm based on proprietary quantitative and qualitative criteria2:
If you choose our Screened Investment Tiers, you can add investment fiduciary services to help you and your client manage fiduciary risk associated with investment selection.
ADP makes investment fiduciary services available through Mesirow Financial.3 These services can help advisors manage fiduciary risk associated with investment selection and monitoring under Section 3(21) and 3(38) of ERISA.4
With either service, Mesirow Financial will act as a registered investment advisor and provide your plan with legal protection and defense against certain third-party, ERISA-related lawsuits regarding the selection and monitoring of investment options.
This approach provides guidance in selecting investment options from a broad menu of prescreened investment choices.
With this service, Mesirow Financial assumes full investment discretion for selecting, monitoring and, if necessary, replacing investment options for your client.
Whether your clients use ADP for payroll or another provider, ADP SMARTSync® and ADP Connect can help make retirement administration tasks easier. With true 360° integration and secure file transmission, your clients benefit from increased flexibility and less work that helps save them time and money.
ADP's client service team will help to ensure that every aspect of your clients' plans runs smoothly — adding the value you and your clients expect. Our dedicated team of professionals and innovative tools can help simplify retirement plan administration for you, your clients and plan participants.
See tools and resources.
View the ADP National Employment Report® from the ADP Research Institute®.
Review the Retirement Advisor Confidence Index.
ADP rewards advisors who leverage our robust retirement solutions with exclusive services and support to manage and service your clients.
With the Advisor Elite program, you can gain access to:
Ask us how to qualify.
You want options.
We have them – from our screened investment tiers to our Open Architecture with over 13,000 funds.
You want smart tools.
A leader in innovative and easy-to-use technologies, ADP helps you by reducing administrative tasks, managing compliance, and flagging issues before they become problems.
Your privacy is assured.
Let's find the perfect retirement solution for your clients.
Your privacy is assured.
Resources and insights
*The views expressed herein are the speaker's own. Not all clients will experience the same results. ADP has not compensated any clients for the included testimonials.
Unless otherwise disclosed or agreed to in writing with a client, ADP, Inc. 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 in the “ADP Direct Products” are available through either ADP Broker-Dealer, Inc. (ADP BD), Member FINRA, an affiliate of ADP, Inc., One ADP Blvd, Roseland, NJ 07068 or (in the case of certain investments) ADP, Inc. Only licensed representatives of ADP BD or, in the case of certain products, of a broker-dealer firm that has executed a marketing agreement with ADP, Inc. may offer and sell ADP retirement products or speak to retirement plan features and/or investment options available in any ADP retirement product and only associated persons of ADP Strategic Plan Services, LLC (SPS) may speak to any investment management or advisory services provided by SPS or any third party in connection with such ADP retirement products. SPS is an SEC Registered Investment Adviser. Registration does not imply a certain level of skill or services.
Nothing in these materials is intended to be, nor should be construed as, advice or a recommendation for a particular situation or plan. ADPRS-20230327-4352