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Conversion Implementation Guide

FOR plan SPONSOR USE ONLY NOT FOR DISTRIBUTION TO THE Retirement ServicesConversion Implementation GuideFOR plan SPONSOR USE ONLY. NOT FOR DISTRIBUTION TO THE GENERAL Implementation Guide 1 Welcome to ADP Retirement Services. We re glad that you have selected us to be your retirement plan provider. We re committed to delivering the value you expect, and helping you navigate the winding road to retirement plan success. As your plan transitions onto our platform, you will partner with our Implementation team who will help manage the details for you, oversee the smooth Implementation of your plan and construct an effective onboarding process for your employees. This plan Implementation Guide provides an overview of the process and resources that support your plan ProcessWe understand that transitioning to a new retirement plan service provider can be involved, but we use a simple 3-phase process for Implementation .

FOR PLA SPONSOR S NLY. OT OR DISTRIBUTIO T TH GENERA PUBLIC. Conversion Implementation Guide 4 Phase III – Activate The Activate Phase completes the steps necessary to finalize your plan

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