Financial Advisor Partnerships with Paychex
Welcome to Paychex financial advisor services for the way you work today. With the latest financial tools, flexible retirement plans, and cloud-based administration, we make it easy for you to deliver exceptional service to clients of any asset size.
Why Partner with Paychex?
Best-in-class Payroll Integration
When you recommend Paychex to your clients, they can be assured of the streamlined simplicity of our Paychex Flex® solution. Using a single employee record across all of our services, payroll and retirement are wholly integrated. This helps clients save time and cost, improve reporting, and meet fiduciary obligations.
Advisor Console with Paychex Flex®
With our HCM technology and service platform, a single sign-on to the Advisor Console gives you access to plans, reports, and resources. Need to make a change for a plan sponsor? You can do it in just a few clicks from your desktop or mobile device.
Tools and Resources
Our industry-leading advisory tools are designed to help you serve your clients quickly and efficiently. Use the Advisor Console to manage plans and access your book of business with Paychex. Our k(index) feature provides access to thousands of investment choices. And our 401(k) fiduciary checklist and retirement calculator helps make sure sponsors and participants are retirement-ready and compliant.
Flexibility and Choice
From bundled recordkeeping and third-party administration (TPA) services for 401(k) plans and 403(b) plans, to standalone options such as TPA-only or recordkeeping-only services, you’ll be able present your clients with a variety of options that fit their business.
Client Service and Support
We handle all the details for plan sponsors and participants, including new plan set-up, conversion, enrollment, IRS and DOL filings, compliance testing, and more. And our U.S. based retirement plan experts are always available to help you and your clients.
Flexible Solutions for Every Type of Business
From bundled recordkeeping and TPA services for 401(k) plans and 403(b) plans, to standalone options such as TPA-only services or recordkeeping-only services, we offer a wide range of flexible solutions for your clients.
Easy-to-use Advisor Console within Paychex Flex®
Access your full book of business online and manage your client’s plans and investments.
With a focus on accessibility and ease of use, our Advisor Console allows you to be as efficient as possible when serving your clients’ plans and investments. Use it to access:
- AUM (Assets Under Management)– A snapshot of your total AUM for your books of business
- Participation Information – An overview of all levels of participation in the book of business
- Plan Information – A summary of the total number of plans and number of plans with match in the book of business, which includes greater access to client-level detail
- (k)Index – A comprehensive resource for investment research, now just one click away from advisors’ home dashboard
Innovations for 401(k) Participants
See how easy it is to access employee data, get plan details, and more. Plan participants can enroll with ease, access their accounts through the online portal or mobile app, get personalized quarterly statements, and use the retirement calculator to check their progress.
For details on the benefits of working with Paychex, download our Financial Advisor Partnership Guide
Get more details on becoming a Paychex financial advisor partner.