The Automation of Retirement Plan Administration SUPERIOR RESULTS AND REDUCED FIDUCIARY RISK For Plan Sponsor Use Only: Not for distribution to General.

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Presentation transcript:

The Automation of Retirement Plan Administration SUPERIOR RESULTS AND REDUCED FIDUCIARY RISK For Plan Sponsor Use Only: Not for distribution to General Public

ADP ACCESS 401(k) Plan Solutions Introducing Your ADP Team of Professionals Presenting Today: 2

ADP ACCESS 401(k) Plan Solutions Executive Summary 3

ADP ACCESS 401(k) Plan Solutions Research Findings 4

ADP ACCESS 401(k) Plan Solutions Objectives 5

ADP ACCESS 401(k) Plan Solutions Introduction 6

ADP ACCESS 401(k) Plan Solutions Key Finding: Basic v Comprehensive Automation Defined 7

ADP ACCESS 401(k) Plan Solutions Key Finding: Basic v Comprehensive Automation Compared 8

ADP ACCESS 401(k) Plan Solutions Key Finding: Comprehensive Delivers More…Faster…Fewer 9

ADP ACCESS 401(k) Plan Solutions Key Finding: Comprehensive Delivers More Automation…Less Risk 10

ADP ACCESS 401(k) Plan Solutions Key Finding: Plan Satisfaction Survey 11

ADP ACCESS 401(k) Plan Solutions Conclusion The distinctive features that set the comprehensive plan administration solution apart from more basic solutions include: A true connection to data sources Synchronized processing Active data verification Intelligent programming 12

ADP ACCESS 401(k) Plan Solutions About Us About ADP Employers around the world rely on ADP® (NASDAQ: ADP) for cloud-based solutions and services to help manage their most important asset – their people. From human resources and payroll to talent management to benefits administration, ADP brings unmatched depth and expertise in helping clients build a better workforce. A pioneer in Human Capital Management (HCM) and business process outsourcing, ADP serves more than 625,000 clients in more than 100 countries. ADP.com. About Retirement Research, Inc. Since 1996, Retirement Research Inc. has been in assisting financial services companies to competitively position their products in the marketplace and achieve their goals. We offer powerful competitive intelligence tools, reporting and consulting services specialized in the retirement and financial industries. Our expertise lies in connecting our innovative research and information with insights that help our clients make better decisions and bring practical, actionable solutions into view. 13

ADP ACCESS 401(k) Plan Solutions Disclosure Statement For complete information about a particular fund or to obtain a fund prospectus (or information statement, in the case of commingled funds), please contact your ADP Retirement Services District Manager, a registered representative of ADP Broker-Dealer, Inc. at k, or speak with your financial advisor. You should carefully consider an investment option's objectives, risks, charges, and expenses before investing. The prospectus (or information statement, as applicable) contains this and other important information about the investment option and investment company. Please read the prospectus/information statement carefully before you invest or send money. 14