Advisor Referral Program
Please complete this form in two easy steps to ensure you receive credit for your referral.
Your Business Information
Referral Information
Save Your Clients up to $2,000 in 401(k) Fees1
It’s our biggest and best offer yet. Clients who set up a new 401(k) plan or move their current plan to Paychex can save $1,000-$2,000 off 401(k) fees, depending on asset size. They don’t need to have Paychex payroll to qualify. Fill out the form below and our retirement wholesale specialist will contact you with details.
