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features
design
support

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Description

Our retirement plan solutions offer a range of advantages, from straightforward plan management and impartial investment options to fiduciary services, efficient plan setup, and time-saving solutions that truly make a difference. ADP is dedicated to preparing participants for retirement by equipping your employees with essential tools, enabling them to conveniently plan for their financial future. With a user-friendly mobile enrollment system that allows participants to sign up from anywhere at any time, along with the MyADP Retirement Snapshot calculator which provides tailored estimates of retirement savings based on individual responses, we are continually innovating to enhance the experience for both you and your employees. Additionally, timely and targeted messaging ensures that participants receive crucial information as needed. It is vital to make informed investment decisions for the success of your retirement plan, and we are here to support you in achieving that goal. Our commitment to ongoing improvement and adaptability in our services underscores our focus on your needs and those of your employees.

Description

Planswell offers a complimentary online financial planning tool that generates customized strategies for retirement, debt management, investments, and insurance within approximately three minutes. Users can enter their current savings, contribution levels, desired retirement age, and risk tolerance, allowing the tool to project overall nest-egg growth, create a tailored lifelong withdrawal strategy, and distribute funds across various account types to reduce taxes while enhancing savings. The platform consolidates existing debts, suggests the best options for consolidation with the lowest interest rates to boost cash flow, and assesses insurance requirements to safeguard income against death or serious illness. Additionally, it features engaging dashboards, calculators driven by different scenarios (such as budgeting, child affordability, and investment needs), and comprehensive, easy-to-export reports, all via a secure online portal. Users also have the option to receive a complimentary consultation with a local financial advisor, ensuring that sensitive information remains private. This approach not only empowers users with financial insights but also fosters a more informed decision-making process regarding their financial future.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

ClearCompany
ClockShark
Deputy
Docufree
Jobvite
Microsoft Teams
Oracle Fusion Cloud ERP
OrgChart
QuickBooks Online
QuickBooks Time
SAP SuccessFactors
Sage Intacct
Slack
SpotOn Teamwork
Workday Financial Management
Workplace from Meta
Xero
ZipRecruiter

Integrations

ClearCompany
ClockShark
Deputy
Docufree
Jobvite
Microsoft Teams
Oracle Fusion Cloud ERP
OrgChart
QuickBooks Online
QuickBooks Time
SAP SuccessFactors
Sage Intacct
Slack
SpotOn Teamwork
Workday Financial Management
Workplace from Meta
Xero
ZipRecruiter

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

ADP

Founded

1949

Country

United States

Website

www.adp.com/what-we-offer/benefits/retirement/401k.aspx

Vendor Details

Company Name

Planswell

Founded

2015

Country

Canada

Website

planswell.com

Product Features

Product Features

Alternatives

Alternatives