ADP® Retirement Services
Retirement plan benefits designed to help everyone succeed
ADP® Retirement Services

ADP® Retirement Services

Retirement plan benefits designed to help everyone succeed
Contents

ADP® Mobile Solutions

The ADP Mobile Solutions app is available for all retirement plans serviced by ADP Retirement Services.

• Convenient mobile dashboard is designed for easy navigation
• Fast access to 401(k) information
• Easily update contribution rates, request balance reallocations, and request loan and hardship withdrawals.
• Changes made on the app are reflected in real time on the plan participant site.
• Participants receive targeted messages notifying them of important information they can easily act on.
• Available for download from the Apple App Store or Google Play

Compliance Support

Be in control of your plan’s compliance with our Compliance Dashboard.

ADP has designed a better way to perform your annual plan compliance testing. From the plan sponsor website, you can access a well-organized dashboard that simplifies the work associates with plan testing.

You can now easily:
• Review and update employee data.
• Take corrective action.
• Understand plan results and get greater detail.
• Submit correction actions.
• Receive status updates.

Financial Wellness

A financial wellness website is accessible through your retirement plan’s participant website.

Your employees have access to a library filled with digital tools and educational information about planning, saving and retirement. The site provides multiple resources in a self-learning format that allows employees to learn about topics such as planning for retirement, managing debt, estate planning and more.

Unless indicated otherwise, educational videos, articles and tools are provided by and are the property of DST Systems, Inc. All other videos, articles and tools are the property of the third parties indicated 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, LLC and its affiliates (ADP) are not responsible for the accuracy and/or content of such materials.

ADP Achieve will:

  • Deliver detailed participant insights by understanding employee demographics, goals, and challenges.
  • Create peer profile-based benchmarks that provide personalized insights based on aggregated data from nearly 30 million U.S. workers via ADP’s DataCloud platform.
  • Help your workers make confident, informed retirement savings decisions through a multi-touch, target and actionable financial education experience.
  • Help participants cut through the clutter and achieve better financial results by identifying and prioritizing the content that helps meet their specific needs.

Investment Platforms

We offer a wide range of investment platforms and plan services.

• Investment platforms that are flexible, objective and unbiased with no proprietary fund requirements
• Clear and transparent information on investment option fees and expenses so there are no surprises
• Investment fiduciary plan advisory services are available for plans that want additional support.
• We will work directly with certain third-party providers you engage including your third-party administrator (TPA) or 3(16) service provider fiduciary you may hire to provide fiduciary plan administrative oversight.

State-of-the-Art Mobile App2

Companies that use ADP payroll not only give their employees mobile access to their retirement account but provide them with access to pay statements, W-2s, timesheets and more.

With the ADP Mobile App and intuitive participant website, employees can:

  • Enroll in their retirement plan, view their account, easily access information and make changes in real-time.
  • Receive targeted mobile messaging to keep them engaged with important plan information and opportunities for getting the most from their retirement benefit.
  • Get everything they need to manage their account, track their progress and solve retirement planning challenges.
  • Easily access ADP payroll information through single sign-on.
  • View our participant interactive demo here.

Retirement Education

Your dedicated Retirement Education Channel Manager* will work with you to develop an ongoing education program that keeps your employees focused on retirement planning.

Your Retirement Education Channel Manager will help you develop:
• Behavioral-based materials and personalized communications for your employees.
• Interactive educational workshops conducted by your Retirement Counselors.
• Specialized education campaigns to keep employees focused on retirement planning.

*Registered representatives of ADP Broker-Dealer, Inc. (Member FINRA), an affiliate of ADP, LLC, One ADP Blvd, Roseland, NJ. None of the support services provided is intended to be or should be construed as investment, legal, financial, or tax advice.

By leveraging data and technology employees can:

  • Easily stay on top of their retirement plan goals and progress.
  • Utilize personalized insights to help them make educated financial decisions.
  • Effortlessly make changes and updates to their plan to stay on track.
  • Take action to achieve the results they're looking for.

  • Our Retirement Readiness tool makes it easy for participants to plan for retirement and view the progress they have made toward their goal. The tool analyzes existing data such as current pay and future contributions along with personal details the participant completes like retirement location, expected social security benefits and future expenses to produce a Readiness Score. When the participant makes updates to these variables, the score will change, helping them to better understand how to reach their retirement objectives.

  • Note: ADP, Inc. owns and operates the ADP.com, Advisor Access Portal and myKplan.com websites, as well as the ADP mobile app.
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