Tools & Resources for Financial Advisors

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

  • Retirement Calculator

    Are your clients on track to retirement readiness? See the potential of 401(k) contributions and the impact they may have on take-home pay.

    View our Retirement Calculator

  • Paychex Advisor Console Demo

    Access your full book of business with Paychex and manage your clients’ plans and investments.

    View Advisor Demo (video)

  • (k)Index

    This industry-first tool allows you to quickly find the right investments for your clients.

    Take it for a spin

  • Fiduciary Checklist

    Help your clients better understand their role and responsibilities as a plan sponsor with this 401(k) compliance checklist.

    401(k) Fiduciary Checklist (PDF)

  • Paychex Online Retirement Services Demos

    For Plan Sponsors, this self-directed demo will show plan sponsors how simple we make retirement plan administration through our robust site.  Access employee data, plan details, documents & reports, tools & resources, and more.

    For Plan Participants, this self-directed demo exhibits the ease of use of our participant website, as well as the great features to manage your 401(k) account.  Access account balances, investment performance, deferral amounts, and more.

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401(k) Plan Recordkeeper
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