Service & Support

By your side to behind the scenes. We take pride in
offering comprehensive, flexible support at every stage of
your business life cycle.

  • 1. Business Development
  • 2. Plan Design
  • 3. Plan Implementation
  • 4. Plan Administration
  • 5. Relationship Management

1. Business Development

Help at Every Stage

Our internal and external wholesalers help at every step, right from the start, from quotes to proposals and more. We also have regionally-focused professional sales teams for plans of all sizes.

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2. Plan Design

Smart Collaboration for Your Plan Needs

Our wholesalers and sales teams are experts in the retirement space. We know the ins and outs of 401(k) plan administration. You bring consultation and advice. And your clients know their business needs. The three of us can work together to design the plan in the best way possible for each client — working directly with you or collaborating with you and your clients.

Plan Implementation

“It’s due to the ease of transition. [Our plan coordinator] kept on track and he answered all my questions. There weren’t any issues or surprises.”

— Satisfied Paychex Client

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3. Plan Implementation

Hassle-free Onboarding

We onboard thousands of 401(k) plans each year. A dedicated Paychex implementation manager will guide you and your client through every stage of onboarding and set up.

 

Your dedicated implementation manager provides:

  • Proactive outreach throughout the conversion process
  • Document reviews
  • Training
  • Answers to inquiries from you and your client
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4. Plan Administration

Dedicated, U.S.-Based Assistance to Help You Stay on Track

No matter what your needs are, our service is provided by highly trained, U.S.-based experts. Our retirement plan professionals will provide annual reviews and help with plan goals, perform compliance tests and report on results, prepare required IRS and DOL filings, offer enrollment support, and much more.

For plans starting at $750,000 in assets, and/or plans with 50 or more employees, a dedicated account manager will be the single point of contact for you and your client for the life of the plan, proactively ensuring your client’s plan stays on track.

Small plan support is provided by a team of retirement representatives, just a phone call away.

Relationship Management

5. Relationship Management

Helping You Grow

Your clients will grow and change. So will the retirement industry. Our goal is to make your job easier and help grow your AUM. Your account manager and local wholesaler are ready to ensure you have what you need from Paychex, to help you and your clients succeed with retirement plan goals and beyond.

 

Find Your Wholesaler

Take the Next Step

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Sales
(855) 588-4775

Plan Support
(877) 283-9520