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Paychex to Showcase Enhanced Financial Advisor Experience at NAPA 401(k) Summit

April 13, 2016

Paychex, Inc., one of the nation’s leading providers in retirement recordkeeping services for businesses, will be exhibiting at the National Association of Plan Advisors (NAPA) 401(k) Summit in Nashville, Tenn., April 17-19, where it will showcase an enhanced online experience for financial advisors.

A redesigned website and new Advisor Console, as well as notable expansion within the retirement division, reflect the company’s commitment to providing financial advisors with best-in-class tools to help them grow their business and better serve clients.

Financial advisors can now visit a new site – paychex.com/advisors – where they will have a single point of access to login to their Paychex plan accounts, as well as find calculators, resources, and support information. The site is also home to timely articles and news designed to keep advisors and their clients updated on the current issues that impact them – such as the Department of Labor’s fiduciary rule.

In addition to these expanded offerings, Paychex has launched an Advisor Console, giving advisors an easier way to access and manage their plans. The Console allows users to see an overview of their entire book of business with Paychex, along with showing the total number of plans, details of each plan, and the assets under management for those plans. Advisors can also view client plan information, participant transaction histories, rates of return, and investment information through the portal. Advisors can access the Console via the same newly designed advisor website at paychex.com/advisors.

“Paychex is committed to providing the financial advisor community with the tools they need to stay well-informed and continually build relationships with their clients,” said Paychex vice president of human resource services sales Lonny Ostrander. “The retirement plan industry is going through major changes, due in large part to regulations such as the fiduciary rule, and Paychex is well-positioned to support the financial advisor community as easily and seamlessly as possible. Our goal remains to assist advisors in providing their clients with the right retirement plan solutions now and in the future, and we believe these enhancements will greatly help in achieving that goal.”

One of the nation’s leading providers in retirement recordkeeping services, Paychex is expanding organically with additional sales and service teams dedicated to plans in the greater-than $750,000 space.

Paychex Retirement Services includes a full suite of retirement services designed to meet the needs of businesses of all sizes. In addition to extensive options for plan sponsors, Paychex Retirement Services also works with financial advisors to help grow retirement plan business through a dedicated team of wholesalers, sales representatives, and advisor support experts.

Paychex will be demonstrating the enhanced advisor console on site at the 15th Annual NAPA 401(k) Summit. To learn more about the growth of Paychex Retirement Services or participate in a demo of the Advisor Console at the show, please visit booth 403.

Tracy Volkmann
Public Relations Program Manager
585-387-6705

Tracy Volkmann

Tracy Volkmann began working at Paychex in July 2014 and currently serves as the public relations program manager. In this role, she is responsible for research PR efforts, as well as all publicity for the company's technology solution, Paychex Flex, and supporting overall goals of the public relations department. Tracy is a graduate of St. Bonaventure University and has a background in collegiate athletic communications, having spent seven years at West Point.