Partners

ADP Financial Advisor Partners 

The retirement market is competitive - but extremely rewarding for financial advisors who team up with an organization committed to their success - an organization like ADP Retirement Services.  To find out how ADP can help you, please call our Financial Advisor Sales Support Desk at (877) 218 0415. 

ADP is one of the largest retirement services providers in the United States. We have worked closely with Financial Advisors around the country to help build their 401(k) business. ADP Retirement Services has dedicated teams that provide professional administrative services for defined contribution plans of all sizes. Our proven engagement process and demonstrated project management knowledge help plans run smoothly. ADP Retirement Services can support you with: 

World-class client service

ADP offer a host of services to ease the many challenges and complexities of plan management:

  • Comprehensive plan sponsor Web site
  • Quarterly compliance testing and reporting
  • Trustee services provided JPMorgan Chase and State Street Bank and Trust Company
  • Automatic enrollment

Comprehensive employee education program

Enrollment meetings are conducted by our national network of licensed Education Specialists who:

  • Facilitate interactive meetings that encourage active learning
  • Reinforce essential retirement savings messages
  • Teach employees about the benefits of plan participation

Award-winning participant communications program

Our employee education program provides the tools your clients need to increase participation and savings levels:

  • Call center with 24-hour access
  • Participant Web site for transaction and educations
  • Automatic Account Rebalancing to maintain diversification

Access to world-class investment managers

ADP provides all the tools and services plan sponsors need and want for their employees:

  • Access to a diversified group of leading investment managers
  • Stringent fund selection and monitoring process
  • Choice and flexibility in fund selection
  • Fund choices with competitive management fees
  • No front- or back-end sales charges

Integrated services save clients time and money

Our progressive technology integrates ADP payroll data with your client's ADP retirement plan data to provide many impressive benefits:

  • Clients with integrated solutions can spend 44% less time on plan administration
  • Seamless administrative services lighten the plan sponsor's burden
  • Potentially significant cost savings

 

Interested in learning more? Click here or call ADP Retirement Services Financial Advisor Sales Support Desk at (877) 218 0415.

 

 

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Supporting Financial Advisors Needs

ADP Retirement Services can support your efforts throughout the entire sales process with:
  • Prospecting tools
  • Client seminars, finalist presentations, etc.
  • Field-tested sales strategies
  • Industry and legislative
  • Product support
  • Plan adoption and administrative support
And much more