Tools and resources for retirement advisors

Use these educational tools to help simplify retirement plan options for plan participants.

More than half of employees report that they are stressed about dealing with their financial situation.1

ADP® provides these educational tools and materials to help you equip your clients with information to share with their employees.2

Retirement planning calculators

Resources and Insights

Employee tools that help manage personal finance needs

Financial wellness resources

ADP's Financial Wellness education library — accessible from an individual's retirement plan participant web portal — provides helpful information, tool and videos.

  • Managing debt
  • Saving for college
  • Planning for retirement
  • Estate planning
  • Long-term investing
  • Saving for a home
  • Staying within a budget
  • Finding money to save
  • Managing healthcare costs

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1. Employee Wellness Survey — PwC, April 2017.

2. Unless otherwise indicated, educational videos, articles and tools are provided by and are the property of DST Systems, Inc. All other videos, articles and tools are the properties of the third parties named therein. The videos, articles, calculators and tools are for general information only and are not intended to provide financial, investment, tax or legal advice or recommendations, nor are they the sole authority on any regulation, law or ruling. ADP is not responsible for the accuracy and/or content of such materials.

Unless otherwise disclosed or 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 07068 (ADP BD) or (in the case of certain investments) ADP, LLC. 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, LLC 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. Registered representatives of ADP Broker-Dealer, Inc. do not offer investment, tax or legal advice to individuals.