Financial Advisor Partnerships With Paychex
Retirement isn’t just a plan. It’s a journey. We’ll be with you every step of the way with the tools and support you need to help build your clients’ futures, and your book of business.
It's Our Biggest and Best Offer Yet
Save your clients up to $2,000 in 401(k) fees, only when referred by you.
Financial Advisor Resources
Quick Links for Current Partners
The Advisor Download
Read the latest edition of The Advisor Download, our monthly newsletter with timely, curated topics and materials for Financial Advisors.
Why Partner With Paychex?
Supporting Clients and Your Business
For something as important as your client’s retirement future, you need trusted partners who excel in service, administration, and compliance. Paychex can simplify the administration process for your clients, look at ways to reduce your workload, and help make retirement a strategic asset for your business. Our services include:
- New plan set-up
- Conversion and Pooled Employer Plan (PEP) mergers
- Recordkeeping and plan administration
- Enrollment and employee education
- IRS and DOL filings
- Compliance testing
- Assistance with SECURE Act tax credit eligibility, and more
One Provider, One Platform
We can make the retirement journey easier by saving your clients the time and expense of working with multiple providers and technology platforms.
When you recommend Paychex to your clients, they can be assured of the streamlined simplicity of our Paychex Flex® solution. Using a single employee record, payroll and retirement data is wholly integrated. This helps clients save time and reduce cost, improve reporting, and make important deadlines. When payroll meets retirement, everything’s simpler.
A Plan for Every Client
As America’s industry leader in 401(k) plan recordkeeping1, Paychex has retirement plan options to fit every size and type of business. We specialize in helping businesses get on the path to retirement through affordable, easy-to-manage retirement options.
- Wide range of plan designs: traditional 401(k), Pooled Employer Plan (PEP), safe harbor, profit-sharing, and more
- Thousands of non-proprietary investments to choose from
- No hidden fees
The Advisor Console With Paychex Flex®
Our account management dashboard puts everything at your fingertips. A single sign-on to the Advisor Console gives you access to plans, reports, and resources. Need to make a change for a plan sponsor? You can do it in just a few clicks from your desktop or mobile device.
Tools and Resources
Our industry-leading advisory tools are designed to help you serve your clients quickly and efficiently. Use the Advisor Console to manage plans and access your book of business with Paychex. Our k(index) feature provides access to thousands of investment choices. And our 401(k) fiduciary checklist and retirement calculator helps make sure sponsors and participants are retirement-ready and compliant.
Easy-To-Use Advisor Console Within Paychex Flex®
Our online plan management dashboard is a great time-saver that allows you to access your book of business and perform routine plan management functions. From the console, you can:
- Access your AUM and manage client plans
- Make investment changes and update fund lineups
- View participant information, including deferral rates and account balances
- Run reports and view plan documents
- Access k(Index), a resource that helps you match the right investments to your clients
Innovations for 401(k) Participants
See how easy it is to access employee data, get plan details, and more. Plan participants can enroll with ease, access their accounts through the online portal or mobile app, get personalized quarterly statements, and use the retirement calculator to check their progress.
For Details on the Benefits of Working With Paychex, Download Our Financial Advisor Partnership Guide
FAQs
-
Why Should I Join a Financial Advisor Partnership Program With Paychex?
Why Should I Join a Financial Advisor Partnership Program With Paychex?
- The leading provider of 401(k) plans in the U.S.1
- More than 20 years of experience working with financial advisors
- 1 in every six 401(k) plans in the U.S. uses Paychex
- Paychex Pooled Employer 401(k) plans (PEPs) include 34,000 participating employers and are valued at 1 billion+ dollars in assets
- We have been ranked as one of America's Most Innovative Companies by Fortune® magazine, 2025
- We are a 17-time Honoree of the World’s Most Ethical Companies®, Ethisphere® Institute, 2025
-
How Can I Join the Paychex Financial Advisor Partnership Program?
How Can I Join the Paychex Financial Advisor Partnership Program?
Contact us and a Paychex professional will walk you through the details.
-
What Are the Benefits of a Paychex Financial Advisor Partnership?
What Are the Benefits of a Paychex Financial Advisor Partnership?
Business building and growth
We deliver new client opportunities and support your business development efforts.
Local, on-site plan expertise
Paychex retirement plan specialists are available locally to help answer client questions and help with a smooth plan conversion.
Flexible plan design
Paychex offers traditional and safe harbor plans, in addition to Roth 401(k), age-weighted, new comparability profit sharing, and other options
Account management tools
An exclusive advisor website delivers real-time plan and participant-specific data that helps you uncover needs and opportunities.
Complete investment neutrality
As the trusted advisor to your clients, you are the investment expert. We provide the means, administration, and recordkeeping to help deliver a plan that is right for them