There's a Better Way to
- Could you use more time and resources to answer clients' technical questions about their plans?
- Do you need an easier way to keep up-to-date on constantly changing regulations?
- Are proprietary investment choices limiting your clients’ options?
- How many times have you thought: “My time is precious. I need something more efficient.”
The good news: there is a solution. And Paychex can help.
Each client and each plan is unique. That’s why Paychex Retirement Services features flexible plan designs and a wide range of investment options with no proprietary requirements, ever. We are investment-neutral and client-centric.
As the trusted advisor to your clients, you are the investment expert. Paychex provides the means, administration, and recordkeeping to help deliver a plan that is right for them. And we provide the dedicated service you'd expect, in the form that suits your needs, from do-it-all-for-me to DIY online, before and after the sale.
- Regional wholesalers and sales reps
- U.S.-based retirement specialists
- Dedicated Account Manager for plans over $750K in assets
- Dedicated onboarding coordinator
Peace of Mind
You and your clients can be confident that the right information goes to the right places at the right time — minimizing fiduciary risk, maximizing data accuracy, and saving time on administrative work.
Our Paychex Flex® solution cultivates a single employee record across all of our services, ensuring payroll and retirement solutions are conveniently and wholly integrated.