Detailed Company Profile
ADP Retirement Services administers defined contribution plans for small-, mid- and large-sized companies which equates to more than 25,000 retirement clients. We meet the changing needs of plan sponsors and support our financial advisor partners through our approximately 750 dedicated employees who specialize in establishing and servicing your clients’ plans.1
Automatic Data Processing, Inc. was founded in 1949 and has nearly 60 years of experience helping companies meet their employee benefits needs. Currently 90% of Fortune 100 companies use at least one of ADP’s services. ADP is one of only a handful of U.S. companies rated AAA by Standard & Poor’s and Moody’s.2
1Source: ADP Retirement Services, June 2009.
2Source: Automatic Data Processing, Inc. May 2009.
Retirement Solutions
ADP ACCESS® is a comprehensive retirement plan solution that can be tailored to your clients’ needs and set you apart from the competition. Only ADP ACCESS 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 flexible investment platform that makes available 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 |
1Registered representatives of ADP Broker-Dealer, Inc., an affiliate of ADP, Inc., One ADP Blvd., Roseland, NJ; Member FINRA.
2Source: “Value Proposition Study—March 2008” conducted by Chatham Partners. Based on conversion plans only.
Financial Advisor Support
In many ways, our Regional Channel Managers (RCMs), District Managers (DMs), Internal Sales Specialists and Education Specialists1 are an extension of your business. They will personally assist you with all aspects of the sale—from prospecting to participant enrollment.
1Registered representatives of ADP Broker-Dealer, Inc., an affiliate of ADP, Inc., One ADP Blvd., Roseland, NJ; Member FINRA.
Investment Program
ADP ACCESS takes a flexible approach to meeting your clients’ investment needs. Since ADP Retirement Services is not an asset manager, neither option below will require you to adhere to proprietary fund requirements. We conduct an extensive and unbiased due diligence process to a broad universe of funds so you may build an investment portfolio for your clients’ plan from a wide range of investment options.1
Investment Policy Statement (IPS) Program
- Access to over 250 investment options from more than 30 leading asset managers
- Tier A & R class mutual funds
- Unbiased, analysis-based investment monitoring process that is thoroughly documented in ADP’s Investment Policy Statement
Open Fund Architecture Program2
- Contracts with more than 75 leading asset management firms and approximately 6,000 investment options
- Tier O – composed primarily of multi-class mutual funds
- FiRM Report3 assists in evaluating and benchmarking your client’s existing plan investments
1This due diligence process is not to be construed as investment advice or management.
2Only 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.
3Neither ADP, Inc. nor its affiliates provide tax, legal or investment advice or management services, or serve in a fiduciary capacity with respect to retirement plans.
For complete information on the funds, please have your clients see the prospectus and consider the investment objective, risks, charges and expenses before investing. The prospectus contains this and other important information related to the funds and the investment company. Please have your clients read it carefully. To obtain a prospectus, please contact your ADP Retirement Services District Manager.
All ADP ACCESS investment options are provided through ADP Broker-Dealer Inc., an affiliate of ADP, Inc., One ADP Blvd., Roseland NJ 07068; Member FINRA. Neither ADP, Inc. nor its affiliates provide tax, legal, investment advice or management or serve as a plan fiduciary.
The ADP Logo, Experience. Working for you., ADP ACCESS and iPlan.iSave.iBenefit. are registered trademarks of ADP, Inc. All other trademarks and service marks are the property of their respective owners.
Sales / Support Contact the
|