Advisor Referral Program
Please complete this form in two easy steps to ensure you receive credit for your referral.
Your Business Information
Referral Information
Refer Your Clients and We’ll Reduce Their Fees
At Paychex, we value our financial advisor partners and their clients. To show our appreciation, we’re offering special, reduced pricing on 401(k) fees. New plan clients receive $1,000 off setup fees and conversion clients will receive 6 months of waived asset fees. These offers are only available when referred by you! Simply fill out our referral form and your retirement wholesale specialist will contact you with details.
