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Financial Advisor Partnerships with Paychex

Clients You Refer Receive 3 Months Free of Administration and Participant Fees*

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.

The PEP 401(k) Toolkit for Financial Advisors

Information and resources to help you start a conversation with your clients about this popular 401(k) plan.  

A Special Message for Financial Advisors from Paychex CEO Marty Mucci

Marty shares his insights about the challenges of the past year, the value of financial advisors, and the opportunities ahead for 2021.  

Martin Mucci, Paychex CEO

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.

Helping every type of business

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 


  • Why should I join a financial advisor partnership program with Paychex?

    Why should I join a financial advisor partnership program with Paychex?

    For more than 20 years, advisors have partnered with Paychex Retirement Services to help grow their business and guide their clients toward retirement readiness. We have the advisory tools, resources, and innovative solutions to make you look like a hero to clients of all sizes. Plus:

    • We are the number one 401(k) recordkeeper in the nation1
    • We are also the number one provider of defined contribution plans2
    • One in every seven 401(k) plans uses Paychex
    • We have been named one of the World’s Most Ethical Companies® 3

    1 Plansponsor Magazine, 2020

    2 Plansponsor Magazine

    3 Ethisphere

  • How can I join the Paychex financial advisor partnership program?

    How can I join the Paychex financial advisor partnership program?

    Contact us and a Paychex professional will walk you through the details.

  • What are the benefits of a Paychex financial advisor partnership?

    What are the benefits of a Paychex financial advisor partnership?

    Business building and growth

    We deliver new client opportunities and support your business development efforts.

    Local, on-site plan expertise

    Paychex retirement plan specialists are available locally to help answer client questions and help with a smooth plan conversion.

    Flexible plan design

    Paychex offers traditional and safe harbor plans, in addition to Roth 401(k), age-weighted, new comparability profit sharing, and other options

    Account management tools

    An exclusive advisor website delivers real-time plan and participant-specific data that helps you uncover needs and opportunities.

    Complete investment neutrality

    As the trusted advisor to your clients, you are the investment expert. We provide the means, administration, and recordkeeping to help deliver a plan that is right for them

Hello, Partner. 

Get more details on becoming a Paychex financial advisor partner.