ADP Accelerate digital toolkit

Work smarter, be even more valuable to your clients

Worksheet

Featured tool: Client profile builder

This template is designed to help you build a retirement plan profile for your client. Use it to uncover opportunities to provide value and build your relationship.

Worksheet

Accelerate your value proposition

Worksheet

Human Capital Management Client Conversation Starters

Guide

ADP Advisor Access Portal: Helping advisors successfully manage their retirement plan clients

Guide

Creating a successful professional profile

Guide

Retirement plan compliance requirements and deadlines

Template

Annual retirement plan calendar

Flyer

Start-up retirement plan implementation process

Flyer

Conversion retirement plan implementation process

Guide

How to Enroll: Traditional and automatic enrollment

Guide

How to rollover in assets from previous retirement plans

Guide

Job aid: Where to go for help

Flyer

Retirement plan conversation starters

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-20211013-2547