Financial & Investment Advisor Partnerships with Paychex

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Complete the form and send to FAsupport@paychex.com or fax 585-389-7704 for online access.

SECURE Act: Help lower clients' tax liability

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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

5 Ways Financial Advisors Can Leverage Rules of SECURE Act to Help Clients Earn Tax Credits with Retirement Plan

Published on January 24, 2020

The SECURE Act makes sweeping changes in the retirement plan industry, and financial advisors can leverage the new rules to help clients gain tax credits for establishing a retirement plan for employees.

Are Americans claiming Social Security at the wrong time?

Published on October 25, 2019

An estimated 96 percent of retirees are claiming Social Security at the wrong age, which one report translates to an average of $111,000 in lost retirement income per household. How can financial advisors approach this topic with their clients and provide much-needed education?

The Fiduciary Rule Rises Again

Published on September 06, 2019

The fiduciary rule has gone through several stops and starts and is about to enter another phase when the Department of Labor (DOL) reveals its latest iteration of the rule at the end of 2019. Here's a look at what’s next and how other fiduciary-related regulation may affect financial advisors.

Key Features Maximize Efficiency and Benefit Financial Advisors, Plan Sponsors

Published on August 02, 2019

Flexibility, service, and peace of mind are familiar to any financial advisor when running a business, but they also speak directly to the desires of plan sponsors as they consider 401(k) solutions.

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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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