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.
Amid changing regulations, we offer products and solutions designed to help you and your clients manage fiduciary risk, with expert service to foster success.
By your side to behind the scenes. We take pride in offering comprehensive, flexible support at every stage of your business life cycle.
Tools that help you and your clients. And links to online resources that make you more efficient.
Articles for Financial Advisors
A retirement plan fiduciary is an important, yet complicated, role that many plan sponsors are increasingly seeking assistance with managing. Plan sponsors may find it helpful to hire an external fiduciary to free time and resources, add valuable expertise, and manage fiduciary risk.
The Department of Labor’s fiduciary rule will have a significant impact on the retirement marketplace. The regulation expands the definition of fiduciary investment advice under the Employee Retirement Income Security Act of 1974 (ERISA) and is intended to eliminate conflicts of interest and apply a “best interest” standard to investment advice related to retirement plans, IRAs, and rollovers.
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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.