Move Your Retirement Business To The Next Level
ADP Retirement Services may be the unexpected choice — but exactly the right choice — to help grow your retirement business. ADP ACCESSSM is a comprehensive retirement plan solution that combines three key factors that make the decision simple to move your clients’ plan:
Value - Payroll and plan integration allows your clients to reduce the time and money they spend on plan administration
Flexibility - A comprehensive array of fund options from world-class asset managers.
Results - Proven employee education program with dedicated Education Specialists1 that increases participation 13% on average after enrollment meetings2.
Investment Platforms Offered
Your clients’ investment platform plays an important role in helping their employees’ achieve their retirement goals. But many retirement plan providers limit their investment platform—as they have too narrow philosophy on the funds made available or their desire to include proprietary products in their investment lineup.
1. Investment Policy Statement (IPS) — An Unbiased Approach
Selecting the Investment Policy Statement (IPS) within ADP ACCESS, your clients gain access to over 250 fund options from more than 30 leading asset managers that are aligned with their interests. Our investment screening process is clearly defined in our IPS and rooted in unbiased analysis.3
2. Open Fund Architecture — A Flexible Investment Lineup
Selecting the Open Fund Architecture within ADP ACCESS, your clients can elect to gain access to over 75 leading asset managers representing thousands of investment options. If your client already has a retirement plan and doesn’t want to change their platform, we’ll work to maintain their existing fund. 4
Comprehensive Service Platform
For more than 20 years, ADP Retirement Services has successfully navigated the ever-changing regulatory environment. You should benefit from this experience.
- Stay abreast of changing legislation and regulations
- Arranges ERISA bond
- Maintains custody of plan assets and invests, as directed, by participants
Ready Access to Plan Information
Access to plan information through our easy-to-use Plan Sponsor website, www.adp.com/401k.
Get started today by filling out the form to the right or by contacting the ADP Retirement Services Financial Advisor Support Desk at (877) 218-0415 or visit www.adp.com/401k.
1 Registered representative of ADP Broker-Dealer, Inc., an affiliate of ADP, Inc., One ADP Blvd., Roseland, NJ; Member FINRA, SIPC
2 Source: "Value Proposition Study—March 2008" conducted by Chatham Partners. Based on conversion plans only.
3 This due diligence process is not to be construed as investment advice or management.
4 Only available for plans with $1million or more in plan assets. Some trading platform and other restrictions apply. Please speak with your ADP Retirement Services District Manager.
All investment options and related investment services are provided through ADP Broker-Dealer Inc., One ADP Blvd., Roseland NJ 07068; member FINRA and SIPC. Neither ADP, Inc. nor its affiliates provide investment advice or service as a plan fiduciary.
The ADP Logo and Experience. Working for you. are registered trademarks of ADP, Inc. ADP ACCESS is a service mark of ADP, Inc. iPlan.iSave.iBenefit. is a registered trademark of ADP, Inc. All other trademarks and service marks are the property of their respective owners.
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