Financial Advisor Partnerships With Paychex

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

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.

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

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.

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.