Retirement Services for Financial Advisors

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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.

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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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Articles for Financial Advisors

Published on June 12, 2018

What advisor doesn’t want to make their work easier?

Enter Paychex’s Advisor Console, which is designed as a “service enabler,” providing tools that allow the advisor to more efficiently service clients, according to Ken Burtnick, the company’s senior manager of product management.

Published on June 12, 2018

Advisors may think the hardest part of the business is landing the client. However, sometimes the real work comes in building the advisor-client relationship and ensuring that needs are met -- and anticipated.

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.

Financial Advisor 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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