ADP Accelerate
digital toolkit
Work smarter, be even more valuable to your clients
Worksheet
Featured tool: Client profile builder
This template is designed to help you build a retirement plan profile for your client. Use it to uncover opportunities to provide value and build your relationship.
Guide
Financial Wellness Client Conversation Starters
Guide
Advisor Prospecting Guide
Guide
SECURE 2.0 Act of 2022 Impact on Retirement Plans
Worksheet
SECURE 2.0 Act of 2022
Flyer
What the SECURE 2.0 Act Means for Participants
Worksheet
Accelerate your value proposition
Worksheet
Human Capital Management Client Conversation Starters
Guide
ADP Advisor Access Portal: Helping advisors successfully manage their retirement plan clients
Guide
Creating a successful professional profile
Template
Annual retirement plan calendar
Guide
Retirement plan compliance requirements and deadlines
Flyer
Start-up retirement plan implementation process
Flyer
Conversion retirement plan implementation process
Guide
How to Enroll: Traditional and automatic enrollment
Guide
How to rollover in assets from previous retirement plans
Guide
Job aid: Where to go for help – Silver Advisors (1-5 active ADP plans)
Guide
Where to go for help – Gold Advisors (6-15 active ADP plans)
Flyer
Retirement plan conversation starters
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10 most frequently asked questions by financial advisors
Unless otherwise disclosed or agreed to in writing with a client, ADP, Inc. 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 in the “ADP Direct Products” are available through either ADP Broker-Dealer, Inc. (ADP BD), Member FINRA, an affiliate of ADP, Inc., One ADP Blvd, Roseland, NJ 07068 or (in the case of certain investments) ADP, Inc. Only licensed representatives of ADP BD or, in the case of certain products, of a broker-dealer firm that has executed a marketing agreement with ADP, Inc. may offer and sell ADP retirement products 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 an SEC Registered Investment Adviser. Registration does not imply a certain level of skill or services.
Nothing in these materials is intended to be, nor should be construed as, advice or a recommendation for a particular situation or plan. M-516600-2024-03-21