Online tools and calculators
Use these complimentary tools and calculators to help you better understand your retirement planning needs and options. Click on the ▼ buttons below to expand each to learn more.
This free planning tool helps you organize your finances and assists you in making more educated money decisions. Log in to your ADP TotalSource Retirement Savings Plan account and click the Organize your $$$ link under the dollar bill graphic on the home page. Review this User Guide to create your home page and set up your dashboard.
Get personalized recommendations you can implement yourself, at any time, using Online Investment Advice and Financial Guidance tools. This service offers investment recommendations, retirement income forecasts, and quarterly Retirement Updates, all at no additional cost. Log in to your ADP TotalSource Retirement Savings Plan account and click the Get Investment Advice link at the top of the home page.2
Take the assessment today and gain insight that will help you take meaningful actions for your financial future. To access, log in to your ADP TotalSource Retirement Savings Plan account and click the Financial Wellness drop-down at the top of the home page and then choose the My Financial Wellness link.
Keep your spending – and your savings – on track! Using this calculator, you can create a personalized budget for your needs, wants, and savings. You’ll also have the ability to download a PDF or Excel file of your budget and access to practical tips to help you stretch your income. Log in to your ADP TotalSource Retirement Savings Plan account and find it under the Tools section of the Financial Wellness Resource.
To help you optimize your payments based on your savings, check out Voya Retirement Advisors’ Social Security Guidance3 tool, available to you through Voya Retirement Advisors investment advisory services.4 This free guidance compares different Social Security strategies and provides clear steps to put guidance into action.
- Log in to your Plan account and click Get Investment Advice at the top of the page.
- Follow the You Do The Work path (unless you want to enroll in Professional Managed Accounts) until you land on the Overview tab, then click on the Income Planner tab to begin using Social Security Guidance.
- Follow the step-by-step prompts to get your proposed strategy and action plan.
Websites
Check out these websites to access articles, videos and action-oriented downloads to help you take the next step.
Digital library
Review these materials to better understand your needs and options as you prepare for retirement.
Workshops
Review these educational workshops to learn more about pre-retirement preparedness.
- IMPORTANT: The illustrations or other information generated by the calculators are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. This information does not serve, either directly or indirectly, as legal, financial or tax advice and you should always consult a qualified professional legal, financial and/or tax professional when making decisions related to your individual tax situation.
- Advisory Services provided by Voya Retirement Advisors, LLC (VRA). Advisory Services are offered through VRA and are not sponsored or endorsed by ADP TotalSource or the ADP TotalSource® Retirement Savings Plan. VRA is a member of the Voya Financial (Voya) family of companies. For more information, please read the Voya Retirement Advisors Disclosure Statement, Advisory Services Agreement and your plan’s Fact Sheet. These documents may be viewed online by accessing the advisory services link(s) through your plan’s website at adptotalsource.voya.com. You may also request these from a VRA Investment Advisor Representative by calling your plan’s information line at (855) 646-7549. Financial Engines Advisors L.L.C. (FEA) acts as a sub advisor for Voya Retirement Advisors, LLC. Financial Engines Advisors L.L.C. (FEA) is a federally registered investment advisor. Neither VRA nor FEA provides tax or legal advice. If you need tax advice, consult your accountant or if you need legal advice consult your lawyer. Future results are not guaranteed by VRA, FEA or any other party and past performance is no guarantee of future results. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All other marks are the exclusive property of their respective owners. FEA and Edelman Financial Engines, LLC are not members of the Voya family of companies. ©2023 Edelman Financial Engines, LLC. Used with permission.IMPORTANT: Forecasts, projected outcomes or other information generated regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. In addition, results may vary each time a forecast is generated for you.
- Edelman Financial Engine’s Social Security guidance can provide reasonable estiaamates that are not guarantees of future benefit payments. All estimates are based upon information about you, your stated goals as well as current Social Security laws, rulings and formulas available from the Social Security Administration. Decisions regarding Social Security are highly personal and depend on a number of factors such as your health and family longevity, whether you plan to work in retirement, whether you have other income sources as well as your anticipated future financial needs and obligations.
- Advisory Services provided by Voya Retirement Advisors, LLC (VRA). For more information, please read the Voya Retirement Advisors Disclosure Statement, Advisory Services Agreement and the Plan’s Fact Sheet.
The information contained on this website is intended to summarize at a high level some of the provisions under the ADP TotalSource Retirement Savings Plan (the “Plan”). It is not intended to provide a full description of the Plan. In the event of a conflict between the official Plan document and this website, the official Plan document is controlling.
Plan administrative services provided by Voya Institutional Plan Services, LLC (VIPS), a member of the Voya® family of companies.
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