ADP Retirement Services

Firm Profile

ADP Retirement Services provides comprehensive recordkeeping services to meet the needs of small-, mid- and large-sized companies. Our breadth of service includes support for a wide range of qualified and nonqualifi ed plan types and options. The quality and experience of our dedicated service teams, plus our proven technological
advances, provide an exceptional value to our clients. Our associates possess a deep knowledge about the complexities, regulations and compliance requirements that
apply to deferred compensation and retirement plans to deliver a client experience that makes plan administration easy.

KEY CONTACTS
Sales: (844) ADP-ELITE
Service: (800) 432-401k

WEBSITE www.adp.com

NO. OF PLANS SERVED BY TYPE
As of 06/30/16
401(k): 37,191
NQDC: 144
Other: 24,552

NO. OF PARTICIPANTS SERVED BY TYPE
As of 06/30/16
401(k): 1,600,000
NQDC: 23,000
Other: 89,000

ASSET ALLOCATION FUNDS
Multiple

PLATFORM(S) USED
Sungard

ADVISOR SUPPORT SERVICES
Number of external wholesalers focused on advisors: 60
Number of internal wholesalers focused on advisors: 12

Compliance support
Plan benchmarking
Target-date evaluation tools
Training for DC plan sales/services
Advisor Elite Program3 provides several services based on advisor qualifi cation levels:
Sales support
Dedicated Implementation Manager
Dedicated Client Service Manager
Relationship Manager
Dedicated Retirement Counselor

Key Contacts

Sales: (844) ADP-ELITE
Service: (800) 432-401k

WEBSITE www.adp.com