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How ADP takes your retirement practice to the next level

Discover the many ways ADP can provide resources to help you with your client’s fiduciary, compliance, investment and technology needs..

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Get a jump start with the Client Profile Builder worksheet

This template is designed to help you build a retirement plan profile for your client. Use it to uncover opportunities to provide value and enhance your relationship.

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COURSE SYNOPSIS

Smart solutions for today’s complex business needs

The needs of business owners are increasingly complicated. As an advisor, your clients will look to you for answers. ADP can help with a powerful mix of experience, technology and services. Discover ways to demonstrate even deeper value to your clients.

In this course you’ll learn:

  • Ways to enrich your practice by understanding business owners’ needs
  • How the ADP Client Profile Builder can bring your value proposition to life
  • ADP resources for addressing concerns like plan health, compliance, and administration

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Small business issues in today’s market

Learn best practices for working with small businesses including recognizing the ‘personal’ financial needs of the business owner.
Credits: 2 CPE, 1.5 CFP
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Considering business continuity in the world of COVID-19

From supply chain concerns to cyber security and work-from-home, help your clients navigate the ‘new normal’ of business continuity post COVID-19.
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Discover a wide range of courses available to you through ADP Accelerate.

See the Accelerate Curriculum

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Register for: How ADP takes your retirement practice to the next level

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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