Financial and Investment Advisors
Expand your retirement plan offerings and increase your revenues by partnering with Paychex. We offer over 3,600 funds from more than 75 fund families to allow advisors like you to match your clients' specific investment styles and retirement plan expectations.
Once your clients' plans are in place, you can access plan and participant information including transaction histories and rates of return. Our full-service recordkeeping and administration helps keep them running smoothly, and strengthens your position as a valued advocate.
Help your clients select a 401(k), profit sharing, or SIMPLE IRA plan that meets their needs. We also provide information about employer matching, vesting, Roth 401(k) contribution options, and more.
Enable new revenue opportunities by recommending specific advisor-assisted funds from our investment selection service or open architecture option.
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SunGard® Transaction Network
Review our listing of available funds from this network, including information about share class, asset category, and trade restrictions. Learn more.
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Morgan Stanley Smith Barney Financial Advisors
Review funds provided through Morgan Stanley Smith Barney, including share class, asset category, plan size, and FA Compensation. Learn more.
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MLConnectSM Program
Review a list of available funds from this network, including information about share class, asset category, and trade restrictions. Learn more. For information about this alliance program from Merrill Lynch, please contact your local Paychex office.
Offer your clients full service administration through Paychex. We take care of the legal documentation, Form 5500s, and other services that help ensure regulatory compliance.
For more about Paychex 401(k) and Retirement Services, please view our demonstration.
To learn how you can expand your retirement plan offerings and increase revenues by partnering with Paychex, please contact your local Paychex representative or call the Paychex Advisor Line at 877-283-9520.
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