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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

Eliminate uncertainty in your retirement planning with WealthTrace, which provides precise financial forecasts and enables you to oversee your investment assets, their performance, transactions, and associated fees. Don't let fate dictate your retirement; with WealthTrace, you can take charge of your financial future and assess whether you have sufficient resources for a comfortable retirement, as well as explore ways to improve your financial standing. By linking your various investment accounts, you can easily monitor your balances and holdings in one place. Your accounts will refresh daily, giving you up-to-date insights into performance, transactions, fees, and investment totals. Rest assured, your information is safeguarded with cutting-edge security protocols. As you adjust your assumptions, you'll see financial projections reflecting those changes in real-time. You can receive immediate insights on how altering savings rates, retirement timelines, expense levels, withdrawal strategies, and other factors impact your plans. Additionally, you can conveniently determine the most efficient withdrawal rate and ascertain the total amount you need to save for retirement to ensure your peace of mind in the future. This comprehensive approach allows for a more informed and proactive retirement strategy.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

ClearCompany
ClockShark
Docufree
Jobvite
Microsoft Teams
OrgChart
QuickBooks Online
QuickBooks Time
SAP SuccessFactors
Sage Intacct
Slack
SpotOn Teamwork
TalentReef
Workday Financial Management
Xero
ZipRecruiter
iCIMS

Integrations

ClearCompany
ClockShark
Docufree
Jobvite
Microsoft Teams
OrgChart
QuickBooks Online
QuickBooks Time
SAP SuccessFactors
Sage Intacct
Slack
SpotOn Teamwork
TalentReef
Workday Financial Management
Xero
ZipRecruiter
iCIMS

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$229 per year
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

WealthTrace

Country

United States

Website

www.mywealthtrace.com

Product Features

Product Features

Alternatives

Alternatives