ADP Retirement Services - Stand out through Human Capital Management

Author: ADP Retirement Services

CPE Credit:  1 hour for CPAs

This workshop provides a well-rounded understanding of what HCM is, what it can bring to an advisor's client relationships, and specific ways to enrich clients' businesses and stand out from other retirement plan advisors.

Business owner clients have an array of needs when it comes to keeping their organizations running while helping employees on their journey from hire to retire. Managing those needs can be stressful and time consuming for clients, and many are now seeking a trusted partner to help them streamline services' payroll, HR, benefits, and more stabilize their costs, and help secure them from risk. This course is designed to help Advisors embrace this opportunity and gain a fuller understanding of business owners' human capital management (HCM) needs.

Publication Date: February 2022

Topics Covered

  • Introduction to Human Capital Management
  • What we'll cover in this session and how we'll set you on the path to HCM proficiency
  • What else we cover in the ADP Accelerate advisor learning curriculum
  • Why does HCM matter?
  • How ADP is uniquely positioned to help you gain an edge through HCM
  • How ADP helps you easily transform your practice to incorporate HCM
  • Broadening client conversations to get to know their HCM concerns and position yourself and ADP as providers of combined retirement and human capital management solutions
  • Gaining comfort and fluency in HR outsourcing services
  • Putting HCM into practice to stand out and demonstrate the broader value you bring to businesses

Learning Objectives

  • Identify how to expand the scope of your client conversations to better understand their HCM concerns and position yourself and ADP as providers of combined payroll, retirement plan, and human resources solutions
  • Recognize how to gain comfort and fluency in human resources outsourcing services to provide insight into how they support business owners with hiring, onboarding, payroll, and more
  • Identify how to demonstrate your value to business owners by offering integrated, thoughtful solutions built around their goal of attracting, retaining, and cultivating the talent they need to run their organizations successfully
  • Identify the process of hiring the right people, managing workforces effectively, and optimizing productivity
  • Recognize the four critical areas where business owners increasingly need your support


Instructional Method

NASBA Field of Study
Personnel/HR (1 hour)

Program Prerequisites

Advance Preparation

Registration Options
Regular Fee $0.00

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