Skip to main content Skip to footer site map

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

Save Your Clients up to $1,500 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 $500-$1500 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.

Terms and Conditions