Tools & Resources

Tools that help you and your clients. And links to online
resources that make you more efficient.

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Retirement Calculator

Are your clients on track to retirement readiness? See the potential of 401(k) contributions and the impact they may have on take-home pay.

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Paychex Advisor Console Demo

Access your full book of business with Paychex and manage your clients’ plans and investments.

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This industry-first tool allows you to quickly find the right investments for your clients.

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Fiduciary Checklist

Help your clients better understand their role and responsibilities as a plan sponsor with this 401(k) compliance checklist.

Take the Next Step


(855) 588-4775

Plan Support
(877) 283-9520