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ADP helps you create a new
retirement reality for your clients.

As an advisor, you have many options when it comes to choosing retirement solutions for your clients. Let us make your decision easier. ADP Advisor Access provides a flexible investment platform with scalable administrative services and support to meet the unique needs of your clients and your business.

With over 750 dedicated Retirement Services associates and 66,000 retirement clients1, ADP has the experience to help you support your retirement plan business
ultimately helping you add value to your practice.

Why Choose ADP for
Retirement Plan Services?

More than 1.6 million people2 rely on ADP to help them successfully plan for retirement. For 25 years, we’ve provided advisors - representing companies of all sizes - with the tools, services and access they need to help their clients get retirement ready.

ADP Advisor Access offers you:

ADP Retirement Plan Services

Flexible core investment capabilities

Access to multiple investment options that are screened and sorted into tiers for a more manageable list of investments to easily determine a plan’s investment lineup. Or, if you prefer, our Open Fund Architecture platform makes available more than 12,000 funds.

Easy to manage 401(k) plans

ADP offers our joint payroll and retirement services recordkeeping clients SMARTSync℠ – an intelligent, fully integrated solution that automates multiple plan administration tasks to save time and reduce risks.

Smart, reliable service

With our Advisor Access retirement plan solution, you and your clients benefit from an exceptional service team and innovative tools that simplify plan administration. Our pioneering technology solutions help guide your clients and their employees toward a single goal: getting ready for retirement.

Find out more about our 401(k) Product Solutions

Diane Schroer, ADP Retirement Services Client

Offering a 401(k) benefits plan does help us to recruit better talent and retain the best people.

Diane Schroer, Controller, Flotech, ADP Retirement Services Client

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ADP Insights3

Insights and information from ADP to help you
deliver exceptional retirement plan results for your clients.

Retirement Planning Benefits Create a Win-Win for Businesses and their Employees

The Retirement Savings Paradigm: Factors Influencing Saving

Retirement Readiness Benefits May Help Businesses to Recruit and Retain Top Talent

See all Insights ›

 

Tools & Resources4

ADP helps you provide exceptional service to your
retirement clients by giving you access to innovative, interactive and useful tools for financial advisors, retirement plan sponsors and plan participants.

See All Tools & Resources

Retirement Advisor Confidence Index ›
Track trends across wealth management business cycles with the Retirement Advisor Confidence Index, published monthly in Financial Planning magazine.

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1. ADP Retirement Services data as of December 31, 2016.

2. ADP Retirement Services data as of December 31, 2016.

3. 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.

4. These materials and tools have been used 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, 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 a SEC Registered Investment Adviser. Registration does not imply a certain level of skill or services.