Retirement Services for Financial Advisors

Ease. Choice. Service.

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You and your clients can rely on us to support you through every step toward retirement readiness, from plan design, to onboarding, to ongoing plan administration.

Fiduciary Solutions

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Amid changing regulations, we offer products and solutions designed to help you and your clients manage fiduciary risk, with expert service to foster success.

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Service & Support

By your side to behind the scenes. We take pride in offering comprehensive, flexible support at every stage of your business life cycle.

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Tools and Resources

Tools that help you and your clients. And links to online resources that make you more efficient.

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Articles for Financial Advisors

Published on April 05, 2018

Retirement strategies abound, and advisors recognize that automated enrollment, deferral and escalation options are becoming increasingly more commonplace.

Published on April 05, 2018

Small-business owners face many real and perceived barriers, but financial advisors shouldn't ignore them. Read how small business 401(k) opportunities abound.

Published on April 05, 2018

To best meet the varied needs of different generational groups, financial advisors must learn the tools and educational approaches that resonate with baby boomers, Gen X and millennials. We've broken out tips for each generation in this article.

Published on April 05, 2018

Investment advisors agree: Marketing is as important as ever in today’s competitive business climate. Check out these ideas to better promote your services.


FA Partnership Brochure

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Partner With Paychex Retirement Services

For over 20 years, advisors have partnered with Paychex Retirement Services to help grow their business and guide their clients toward retirement readiness. We work with advisors like you to provide recordkeeping services to clients of all sizes.

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Retirement Services - Regional Wholesaler Team

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