Financial Advisor Articles

Articles

Monthly Market Commentary for May 2013

Economic indicators are mixed when looking at the markets. Morningstar reports that the economy has reached a stasis, as the average 2 percent growth rate has more or less stayed the same year over year.

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Retirement Income Sources

With shortfalls in Social Security and pension plans, many people have turned to personal savings to fund their retirement.

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Financial Advisor Seminars

Seminars

401(k) Year-End Contributions, Profit Sharing Options, Compliance Testing, and More

Are you a financial advisor with 401(k) clients? If so, you'll want to know all the options for maximizing employee contributions, making profit sharing allocations, and other important year-end deadlines.

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401(k) Safe Harbor for Financial Advisors

This webinar will cover the safe harbor 401(k) provisions for current and potential 401(k) clients, including matching, Non-elective contributions and auto-enrollment. This presentation is for financial advisors working with 401(k) clients.

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Financial Advisor Resources

Tools

Sign up for our Financial Advisor Newsletter, use our retirement calculator, and access our fund listings (by share class, asset category, plan size and more).

Enrollment Materials

We offer enrollment and educational materials for clients to help their employees properly enroll.

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Paychex Retirement Plan Services—Plans and Features

Paychex Retirement Plan Services offers a variety of affordable retirement plan options to meet the needs of any size businesses. A company-sponsored retirement plan helps your clients provide retirement security, reduce taxable income, and attract and retain quality employees. Our fully equipped 401(k) solution is easy to start, easy to manage, and cost-effective for small businesses.

  • Advisor Select

    Powered by ePlan Services, Inc., this concession-neutral and conflict-free mutual fund helps your clients assemble unbiased menus of investment options.

  • Open Fund

    The open-architecture 401(k) platform provides over 4,500 fund choices, multiple share classes, and no asset restrictions.

  • Profit Sharing

    Paychex provides multiple offerings including age-weighted and new comparability plans that give flexibility in customizing client retirement plans.

  • Payroll Integration

    When your clients integrate 401(k) data with Paychex Payroll, it can greatly simplify plan administration, while helping to ensure the accuracy of your clients' participant information.

*According to PlanSponsor magazine, by number of plans won.

This website contains articles, seminars, white papers, etc. obtained from outside sources, and are posted for informational and educational value. Paychex has not verified, nor is it responsible for, information contained within any of these materials. Any opinions expressed within materials from outside sources are not necessarily the opinion of, or supported by, Paychex.