Retirement Plan Account Access Review
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1 ACCOUNT ACCESS Retirement Planning Workshop: Retirement Plan Account Access Review ADP
2 Account access resources Get account balance information Make changes to your account Elect plan account features Learn more about retirement planning and use planning tools ADP Retirement Services 2
3 ACCOUNT ACCESS RESOURCES ADP Retirement Services 3
4 Account access resources. Account access resources (myk-plan) Service Representatives* Quarterly account statement *Registered representatives of ADP Broker-Dealer, Inc., an affiliate of ADP, LLC, One AP Blvd., Roseland, NJ. Member FINRA. ADP Retirement Services 4
5 Account access resources. Quarterly account statement Account balance Investment performance information Personal rate of return Transactional information ADP Retirement Services 5
6 WEB SITE OVERVIEW
7 Account at a glance page Review your balance ADP Retirement Services 7
8 Transactions Review your balance Change your contribution rate Change how your future contributions are invested Change how your current balance is invested Elect plan features ADP Retirement Services 8
9 Change your contribution rate Increasing your contribution rate your account ADP Retirement Services 9
10 Change how your future contributions are invested Selecting your investment allocation your account ADP Retirement Services 10
11 Change how your current balance is invested ADP Retirement Services 11
12 Make a fund-to-fund transfer ADP Retirement Services 12
13 Elect Save Smart Using the Save Smart feature ADP Retirement Services 13
14 Elect Automatic Account Rebalancing Using Automatic Account Rebalancing your account ADP Retirement Services 14
15 Education and Planning resources Retirement planning article library Interactive charts Retirement Savings Tool Calculators 401(k) calculator effect on your paycheck Retirement planner how much you need to save Asset allocation profiler how to allocate your account Choosing a withdrawal rate calculator how long your savings will last Roth 401(k) calculator decide which type of contributions are right for you (if offered in your plan) ADP Retirement Services 15
16 Retirement Savings Tool Easy access from the home page by clicking on Retirement Calculator The Retirement Savings Tool (RST) is provided for educational purposes only. Income projections and other information generated by the RST are hypothetical in nature, do not reflect actual investments or investment results and are not guarantees of future results. Plan participants should not rely on RST as the primary basis for their investment, financial, or tax planning decisions. Plan participants should consult with their tax advisor or investment professional. ADP cannot guarantee or assure a plan participant s ability to meet any of their goals or that any hypothetical results actually will occur. The RST simply uses participant information and the assumptions selected to provide a rough assessment of the likelihood that their hypothetical results may be achieved. ADP Retirement Services 16
17 Get fund information Fund summaries Market timing information Rates of return Prospectuses ADP Retirement Services 17
18 Other web capabilities Manage your profile Designate or change your beneficiaries Update your personal information Elect electronic delivery Get your quarterly newsletter ADP Retirement Services 18
19 ADP, LLC and its affiliates do not offer investment, tax or legal advice and nothing contained in this communication is intended to be, nor should be construed as, investment advice or a recommendation for a particular investment option. Questions about how laws, regulations and guidance apply to a specific plan should be directed to your plan administrator or legal, tax or financial advisor. Investments in mutual funds and commingled funds (also known as collective trusts) involve risk. Some investment products have more risk than others. For complete information about a particular fund or to obtain a fund prospectus (or information statement, in the case of commingled funds), go to 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. ADP Retirement Services 19
ADP Retirement Services. New Plan Implementation Guide FOR PLAN SPONSOR USE ONLY NOT FOR DISTRIBUTION TO THE PUBLIC.
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