Help Your Clients Save Today

To take advantage of this opportunity, simply fill out the form below with your information followed by your client’s information.
Business Information
Referral Information
Go to Referral Step 2

Grow Your Business With the Advisor Referral Network

Your clients trust you with their retirement strategy. Now you can strengthen that trust with real, measurable savings. For a limited time, Paychex is offering:

  • New clients who sign up for a Paychex retirement plan receive 6 months of free 401(k) recordkeeping fees.
  • Existing clients who switch their plan to Paychex receive 6 months of free 401(k) recordkeeping and asset fees.

Terms and conditions apply.1 To get started, complete the referral form.

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