--- title: "Retirement Insights and Tools for Financial Advisors | ADP" description: "ADP Retirement Services delivers real strategic value to retirement planning financial advisors with innovative products, valuable insights, and advanced technology to help financial advisors grow their business." --- Financial Advisors [![ADP logo](https://www.adp.com/-/media/adp2025/ui/logo-adp.svg?h=32&iar=0&w=70&rev=06b17aeedd6b402a9bcc532326653c17&hash=E5681B343E2FBBC0B86BBBC03BE07CFA)](/) Financial Advisors - [Overview](/who-we-serve/by-partner/financial-advisors) - [PEP](/who-we-serve/by-partner/financial-advisors/pooled-employer-plan-solution) - [ADP Accelerate](/who-we-serve/by-partner/financial-advisors/adp-accelerate) - [SECURE 2.0](/what-we-offer/benefits/retirement/secure-2-fa) - More - Work with ADP # Financial advisors, grow your business with ADP Delivering real strategic value is the key to a successful practice. ADP Retirement Services offers innovative products, valuable insights, and advanced technology and tools to help financial advisors in retirement planning stand out. - ![Intregrations icon](/-/media/adp/refresh2025/icons/default/adp_icon_midsizedbusiness.svg?h=30&iar=0&w=30&rev=3a36b49a34d74f0aad7425d28f8ba1e5&hash=DF329A7787B09E7B79E7F3571C0BE761) [Why ADP](#ADP_38ce067fc8a84eaf8ea833a4f8e94ac0) - ![Payroll taxes icon](/-/media/adp/refresh2025/icons/default/adp_icon_flexibility.svg?h=30&iar=0&w=30&rev=e352e86fc00d44a0ac48db37ad33da62&hash=0D3AE7BFCD216C6509AFD2FFA3F25EB5) [Powerful tools](#ADP_38cde555d9de499b9bf74215ce7a33f0) - ![Workforce Experience](/-/media/adp/refresh2025/icons/default/adp_icon_benefits.svg?h=31&iar=0&w=30&rev=8de2d18225924c318f422b48fd0dd5e0&hash=CB615ACB0723099461A6629E7C62EBF8) [Advisor benefits](#ADP_f8370e1ef741445693d07100d7f71d46) - [Actionable insights](#ADP_d1ec485f92ba464fbc161e09bbad626a) Work with ADP[Advisor Access Client Portal](https://www.mykplan.com/SponsorSecure_Net/Login.aspx) Find a retirement plan specialist in your region. [View Map](/-/media/rs/rps-sales-map.pdf?rev=c610a231a95c44f3b8adfd78465bd76a) ## Better service for your clients. A competitive advantage for you. ADP Retirement Services delivers cutting-edge technology, tools and products that you can use to attract new clients and better serve the ones you already have, including: - ### Flexible plans Versatile options for any size clients, including turnkey tiered investment plans and open-architecture, as well as the fiduciary support you need. - ### Exceptional service Recognized for our accessible, experienced support team, you’ll find we’re here, with answers, whenever you need us. - ### Advanced technology Your ADP Advisor Access portal puts all the tools and data you need to manage your ADP book of business in one place. - ### Compliance expertise From ERISA to local laws, we have a large team of retirement professionals dedicated to keeping up with legislation and simplifying the details for you. ## We’re in the business of helping you grow your business With non-proprietary investments and an emphasis on service and support, you’ll find ADP Retirement Services is a true partner in the growth of your business. Easy with ADP ![RS\_FinancialAdvisor\_Tab\_Easy\_550w\_EN-VID](/-/media/adp/refresh2025/images/who-we-serve/by-partner/financial-advisors/redesign/rs_financialadvisor_tab_easy_550w_en-vid.jpg?h=347&iar=0&w=550&rev=21051ce0a71f48cb8688561726c25509&hash=960D9D307FE91BE3AF73D012DFEC2CA5) Learn how we engage and support retirement planning financial advisors as they build their business. ### Spend more time on advising, less on back-office tasks With non-proprietary investments and an emphasis on service and support, you’ll find ADP Retirement Services to be your ally to grow your business. **Easy administration** – Your ADP Advisor Access portal puts your retirement portfolio analytics at your fingertips, from your entire ADP book of business to client-level detail — sign in once and it’s all there in one place. **Advisor Help Desk** – Get quick access to knowledgeable support exactly when you need it. **Integrated data** – Our cutting-edge technology seamlessly connects payroll and retirement plan systems, eliminating redundant data entry and reducing opportunities for error. **Compliance ready** – Rest easy knowing ADP seasoned professionals track ERISA, DOL rules, state retirement laws, and more and provide built-in compliance insights. **Client-friendly onboarding & communications** – Simple employee self-onboarding, plus ready-made tools and communications to increase plan participation. Flexible Plans ![RS\_FinancialAdvisor\_Tab\_Fllexible\_550w\_EN-VID](/-/media/adp/refresh2025/images/who-we-serve/by-partner/financial-advisors/redesign/rs_financialadvisor_tab_fllexible_550w_en-vid.jpg?h=347&iar=0&w=550&rev=abe9242bb231481e87492611a561ad25&hash=24DA70865E1327542BF0A84DDF1DC14E) Learn why our people feel passionate about our retirement products ### Innovative retirement products for clients, large and small From Starter-k and 401(k)s, [PEP](/who-we-serve/by-partner/financial-advisors/pooled-employer-plan-solution), 403(b)s, SIMPLE and SEP IRAs, to Non-Qualified plans, ADP has a comprehensive retirement plan menu of options to choose from, so you can easily right-size your recommendations for each client. **Easy and flexible –** Turnkey tiered investment options make it easy for less savvy clients, while our more than 13,000 nonproprietary open fund architecture gives sophisticated clients plenty of choice. **Administrative support** – From trustee services to ERISA bond and Form 5500 filing, you’ll find we save you time and make plan oversight easier. **Optional fiduciary services** – Optional 3(21) and 3(38) fiduciary investment support offers ERISA fiduciary protection related to selecting and monitoring investment options. We also provide a range of 3(16) fiduciary services through our select providers. **Complementing your business** — ADP is not an asset manager. Our goal is your goal, to help your clients build financial stability. [Learn More about Retirement Services](/what-we-offer/benefits/retirement) Data Powered ![Data from 42MM U.S. workers¹](/-/media/adp/refresh2025/images/who-we-serve/by-partner/financial-advisors/redesign/rs_financialadvisor_tab_data_550w_en.jpg?h=386&iar=0&w=550&rev=5bd626f222294f1c8f0d2fb2f499d0b8&hash=BFB0C8EB1BEC870A7B43EB5677F9E057) Deliver insight and strategy to your clients based on an unprecedented volume of payroll and retirement data ### Data-driven to set your practice apart Providing payroll to 1 in 6 American workers, ADP has a robust dataset. You can use this information to help your clients understand the current retirement landscape, plan for the future and make informed decisions. - Benchmark plans across industries, company sizes and worker demographics - Compare plan performance and participation - Help clients build competitive benefit packages that help them recruit and retain top talent. - Experience ADP’s data-centric approach to employee financial education and wellness, ADP Achieve, that uncomplicates retirement planning and empowers smart decision-making Elite Service ### Extensive advisor support so you can deliver on your client's needs From the start, you’ll enjoy a higher standard of service with the ADP Advisor Elite program. And as you expand the number of ADP retirement plans in your book of business, you’ll unlock even greater personalized service, including: - A specialized Advisor Help Desk and advisor-focused communications - ERISA consultant support - Expert retirement counseling - Specialized plan sponsor education and training - Product and service previews - Unlock access to a dedicated ADP service, implementation and relationship managers. - As you grow, premium levels of support are available for enhanced education, communication, compliance consultation and more With hundreds of advisors joining us each year, our retirement service team has scaled by 100% since 2021 to help ensure you get the support you need when you need it. ![ADP Elite Service Team Flyer](/-/media/adp/refresh2025/images/who-we-serve/by-partner/financial-advisors/redesign/rs_financialadvisor_tab_service_550w_en.png?h=343&iar=0&w=550&rev=fa2285e2bb914c1fb05f8a789e0c75fd&hash=4B97CD6CFC1D7B16A590A96C2E0475A4) Get the ADP Advisor Elite data sheet to learn more about our service and support capabilities [Download Now](/-/media/adp/resourcehub/pdf/fact-sheets/elite-service-team-flyer.pdf?rev=da911bd4289b454fbeef89ae400dd332&hash=0BB9A42CB1CAF41F6C24B62FADA000EA) TPA Friendly ![ADP Retirement Services TPA sales flier](/-/media/adp/refresh2025/images/who-we-serve/by-partner/financial-advisors/redesign/rs_financialadvisor_tab_tpa_550w_en.png?h=343&iar=0&w=550&rev=6906b2c682b440a9bea6a39858343517&hash=0FD32C509D3A8F4012A5277E33DECCD2) Download our Working Together data sheet to see how ADP and your preferred TPA can help you deliver top-tier client service. [Download Now](/-/media/adp/resourcehub/pdf/fact-sheets/tpa-sales-slick-advisors.pdf?rev=99fa9586a9a4440c977a58871d21de49&hash=3E449211CA4A6AE4ABA9DB37A1E618E2) ### Easily leverage the services of your preferred third party administrators (TPAs) Already working with a TPA? No problem, ADP collaborates with TPAs seamlessly to deliver 3(16) fiduciary services. As a team, you, your TPA and ADP can satisfy sophisticated client needs. Our timely data integration and advanced technology support TPA day-to-day plan administration and compliance responsibilities, enabling them to provide consultation on dual eligibility, plan vesting design, profit sharing, and cash-balance plans. Meanwhile, you can count on us to help with plan implementation for new or conversion plans, recordkeeping, filings like 1099-R, tax withholding and for optional trustee services and plan notice and disclosure discovery. ![Mobile phone with SECURE 2.0 Act Tax Credit Calculator on screen](/-/media/adp/refresh2025/images/who-we-serve/by-partner/financial-advisors/redesign/rs_financialadvisor_cta_securecalculator_400w_en.png?h=302&iar=0&w=400&rev=73b265c9cb1140d685a7612e4569f138&hash=B1957756D351C9D1F735460BCE6368A2) ## SECURE 2.0: ADP helps you help your clients SECURE 2.0 helps make it more attractive for employers to offer retirement plans. ADP delivers tools and information so that you can work with your clients to understand the provisions and make informed choices for their businesses. [SECURE 2.0 Tax Credit Calculator](/resources/tools/calculators/secure-2-act-tax-credit-calculator)[Learn More About SECURE 2.0](/what-we-offer/benefits/retirement/secure-2-fa) ## Why ADP for retirement planning financial advisors - ![Advisors Choice Awards 2026 logo](/-/media/adp/refresh2025/images/who-we-serve/by-partner/financial-advisors/redesign/2026-planadviser-adviser-choice_recordkeeping-color.png?h=194&iar=0&w=194&rev=73fd9f7ad0244c2bbadf5b398204cf97&hash=3C2BAE7EFDFB38B9459FDF687DCF52FB) ### 2026 PLANADVISER Adviser Choice Award - ![Business.com Best Employee Retirement Plan, ADP](/-/media/adp/refresh2025/images/who-we-serve/by-partner/financial-advisors/redesign/rs_financialadvisor_businesscomaward_thumbnail_600w_en.jpg?h=194&iar=0&w=387&rev=abcb606de0924366acbb4b7be6c14fec&hash=00AEF7C180D2A2C4B47D0F34039BB35E) ### Best Employee Retirement Plan for 2026 ADP was named best for small business by Business.com2 - ![2025 Pensions & Investments Eddy Awards](/-/media/adp/refresh2025/images/who-we-serve/by-partner/financial-advisors/redesign/rs_financialadvisor_eddyaward_thumbnail_600w_en.jpg?h=194&iar=0&w=387&rev=fd0089be769543d1bbcdc7f51f76d880&hash=610C6EEED3A68E7BA93B8E3F5F9B2CD0) ### ADP received four Pensions & Investments 2025 Eddy Awards in Financial Wellness, Pre-Retirement and Special Projects ## Work with ADP and grow your practice Let’s find the perfect retirement solution for your book of business. Work with Us ![RS\_FinancialAdvisor\_Sidebyside\_AdvisorAccess\_620w\_EN-VID](/-/media/adp/refresh2025/images/who-we-serve/by-partner/financial-advisors/redesign/rs_financialadvisor_sidebyside_advisoraccess_620w_en-vid.png?h=386&iar=0&w=560&rev=83b43bc0a3734ab49958667ba9fc626f&hash=2B5BED69B61103E05F8F07802DEAA278) Get a quick look at the features in the ADP Advisor Access portal Advisor Access ## An intuitive, advanced portal for managing your ADP book of business From broad aggregate views across your portfolio, to data-rich deep dives, you’ll find tools, insights and workflows that make serving your clients easier, including: **Industry-leading Portfolio Plan Health score** based on six key indicators **Access retirement benchmarks** informed by ADP’s unmatched database of payroll and retirement data **Participant-level views** with data you can search and report on to help you efficiently manage and react to clients' and participants' needs **Comprehensive dashboards** showing total assets, active plans, aggregate allocations, and adoption of features like auto enrollment, 3(16) and TPA services **Client-level plan details** with contribution levels, plan allocations, plan health summaries, and compliance insights and alerts [Advisor Access log in](https://www.mykplan.com/SponsorSecure_Net/Login.aspx) ![RS\_FinancialAdvisor\_Sidebyside\_ADPAccelerate\_620w\_EN-VID](/-/media/adp/refresh2025/images/who-we-serve/by-partner/financial-advisors/redesign/rs_financialadvisor_sidebyside_adpaccelerate_620w_en-vid.jpg?h=337&iar=0&w=580&rev=d654f5d8366245938426f5ecb96606c9&hash=4F0F1AEA7554D57753830192214C8356) Learn how ADP Accelerate can help you enrich your practice and stand out as a strategic advisor ADP Accelerate ## Insights to sharpen your competitive edge ADP has been offering retirement benefit products and services for decades. We have extensive resources committed to understanding the industry, regulations and trends. And when you work with us, we share it all with you. **Upskill your practice management** – A robust curriculum to help you add new areas of expertise while meeting your CE requirements **Digital Toolkit** – Client profilers, prospecting guides, financial wellness tools, and more time-saving resources **Thought leadership** - Includes insights from ADP’s National Employment Report (used by the Federal government), and Today at Work, with commentary from our Chief Economist & ESG Officer, Nela Richardson. [Learn more about ADP Accelerate](/who-we-serve/by-partner/financial-advisors/adp-accelerate) ## For 35+ years, we’ve helped companies benefit from retirement plans Simplified plan management ### 9 out of 10Customers say ADP makes managing employee retirement plans easier3 Performance ### 4 out of 5Customers say ADP helps attract and retain employees3 Reliable Service ### 331 TeamsWelcomed into our dedicated service model in the last 12 months4 ## What others have to say Slide 1 of 6 - 121 ADP plans since 2014, totalling $965M in assets > “He is amazing to work with! Always responsive and not only answers questions, but provides the reasoning and the why so we can learn.” Title Financial Professional - 1 ADP plan since 2024, totaling $509M in assets > “… was extremely helpful and the epitome of what a customer service representative should be.” Title Financial Professional - 31 ADP plans since 2015 totaling $222M in assets > “I never have to worry about getting a quick response…professional, extremely knowledgeable and courteous. We value our relationship with ADP and we count ourselves lucky to have been assigned to her. We really do just love her.” Title Financial Professional - 21 ADP plans since 2022 totaling $21M in assets > “… prompt, honest, hardworking, and makes your company look good!” Title Financial Professional - 27 ADP plans since 2018 totaling $121M in assets > “… goes above and beyond when it comes to assisting us and our plan sponsor clients. Most other providers are not as responsive and accommodating. He goes out of his way to reach a quick and accurate solution to any issues that may arise and handles it with grace and a smile!” Title Financial Professional - 44 ADP plans since 2023 totaling $12M in assets > “… is friendly, knowledgeable, and efficient. She is everything you could hope for in a support partner.” Title Financial Professional Previous slideNext slide ## Financial Advisor FAQs ### What types of retirement plans do you specialize in (e.g., 401(k), 403(b))? ADP Retirement Services offers a range of flexible retirement products for companies large and small, [including 401(k)](/what-we-offer/benefits/retirement/401k) 403(b), SIMPLE IRA, SEP IRA and Non-Qualified plans. ### What specific services do you provide to plan sponsors and participants (e.g., plan design, investment selection, employee education)? ADP helps plan sponsors with setup, administration, tax and filing, employee education and encouraging plan participation. We also offer optional fiduciary support for investment selection as well as compliance assistance and support. ### How do you support plan sponsors with compliance and fiduciary responsibilities? ADP offers optional 3(38) support, where an investment manager handles investment decisions or 3(21) support, where an investment manager provides guidance. Additionally, we work with third party administrators (TPAs) in delivery of 3(16) fiduciary support. ### What kind of educational resources and tools do you offer to employees to encourage participation and promote financial literacy? ADP has a suite of [educational and communications materials](/what-we-offer/benefits/retirement/financial-wellness) to educate employees. These include the MyADP Retirement Snapshot®, a Retirement Readiness tool, Save Smart® for increasing deferral rates, guided enrollment as well as other calculators and planning tools. ### How do you ensure the security and privacy of client data? ADP securely handled $3.1 trillion in client funds in 20241. Our technologies are protected by [enterprise-grade security](/about-adp/data-security) and we are trusted to handle the payment of 1 in 6 U.S. workers. ADP has an equally rigorous commitment to [protecting privacy](/about-adp/data-privacy). Get started Let's find the perfect retirement solution for your clients. [844-237-3548](tel:8442373548) By submitting this form, you acknowledge that you have read our [Privacy Statement for Business Contacts](/privacy) and agree to our [Terms of Use](/legal). 1. Source: ADP, Inc. as of March 2025. 2. [Business.com](https://www.business.com/categories/best-employee-retirement-plans/) article last updated Apr 01, 2026. 3. Internal survey of 450 RUN Powered by ADP® customers that offer retirement plans through ADP Retirement Services in 2025. 4. Source: ADP, Inc. as of July 2025. IMPORTANT: ADP, Inc. owns and operates the ADP.com website, Advisor Access portal and ADP Mobile Solutions App. MyADP Retirement Snapshot and Retirement Readiness tool makes no assumptions about your tax status or savings and should not be used as the basis for any planning decisions. The likelihood of various savings outcomes are hypothetical, do not reflect actual investment results or market fluctuations and are not guarantees of future results.  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](https://www.finra.org/), 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. M-776204-2025-07-22