This podcast is being presented by associates of ADP Retirement Services who are registered representatives of ADP Broker Dealer, Inc. (ADPBD), Member FINRA, an affiliate of ADP, Inc., One ADP Blvd, Roseland, NJ 07068. Registered representatives of ADP Broker-Dealer, Inc. do not offer investment, tax or legal advice to individuals. This podcast is for educational purposes only and does not take into account any specific objectives or circumstances of any particular investor, or suggest any specific course of action. Investment decisions should be made in consultation with an investor’s personal advisor based on the investor’s own objectives and circumstances. The Retirement Success Podcast may contain information and opinions derived from proprietary and nonproprietary sources deemed to be reliable; the accuracy of those sources is not guaranteed. The podcast does not recommend, compensate or endorse third party guests, products or services. ADP Retirement Services, ADP Broker-Dealer, Inc. is a division of ADP, Inc.
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Are you currently participating in your employer’s retirement plan, considering enrolling or on the doorsteps of retirement? Well join Jason Parese and Nick Sparks every other week as they share the latest in retirement news, insights and thought leadership. Jason and Nick are associates of ADP Retirement Services who are registered representatives of ADP Broker Dealer, Inc., Member FINRA (FINRA.org), an affiliate of ADP, Inc.
Episodes
Thursday Jun 12, 2025
Thursday Jun 12, 2025
Tune in as we discuss lifetime income annuity products with Kelli Hueler. Kelli is the founder and CEO of the Hueler Companies and is widely recognized as a thought leader on lifetime income, actively participating in related public policy issues. Before establishing Hueler Companies, Kelli worked as a financial planning professional for IBS Life and served as a registered representative at Kidder, Peabody and Company, where she managed both institutional and retail clients. She earned her bachelor’s degree from Saint Joseph College in 1981.
M-747823-2025-05-29
Friday Jun 06, 2025
Friday Jun 06, 2025
An annuity can provide a steady income stream in retirement, but does including an annuity in your retirement strategy makes sense for you? Join us to learn all about annuities and considerations when buying this type of product.
M-717140-2025-04-08
Thursday May 15, 2025
Thursday May 15, 2025
Do you dream of retiring early? Or do you just need a break from working? Join us to learn about non-traditional retirement approaches like the F.I.R.E. movement and mini or micro retirements.
M-723023-2025-04-16
Thursday May 01, 2025
Thursday May 01, 2025
Join us for Round 2 of SECURE 2.0 with ADP’s Ron Ulrich, with some SECURE 2.0 updates. We will discuss employer matching contributions for student loan payments, Roth catch-up contributions for individuals earning over $145,000, and additional catch-up contributions for those aged 60 to 63. Additionally, we will cover emergency expense withdrawals and potential tax credits available to small business owners establishing a retirement plan, among other topics. Listen to episode 5: SECURE 2.0 to hear our earlier discussion with Ron about SECURE 2.0.
Resources
What the SECURE 2.0 Act means for you
SECURE 2.0 Act provision guide – for employers
M-728653-2025-04-24