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Advisor Referral Program

Please complete this form in two easy steps to ensure you receive credit for your referral.
Your Business Information
Referral Information
Next Step

Refer Your Clients To Get 6 Months Free 401(k) With Payroll

Help your business clients save big with this special offer. Refer them to us and when they sign up for Paychex or Paycor payroll, we’ll waive their 401(k) fees for the first 6 months. That’s NO setup, administrative, participant, or asset fees for new plans, or for existing plans that make the switch to Paychex. Simply fill out our referral form and a retirement wholesale specialist will contact you with details.

Terms and Conditions

HR consultant talking with customer