Are You Partnering with the 401(k) Leader?
Get your assessment started:
Are you and your employees paying too much for your 401(k) plan? Many people are surprised that 401(k) fees have come down. It’s time for a side-by-side comparison, conducted by 401(k) experts, who can demonstrate potential savings versus your current plan.
Step 1: Locate your fee disclosure document
Use the instructions below to find your fee disclosure document then download it.
Step 2: Complete the form
Complete this short form and upload fee disclosure document.
Step 3: Confidentially reviewed
Your documents will be securely and confidentially reviewed by our 401(k) experts. You will receive a no-obligation assessment of your current fees versus what you could be saving with Paychex.
Learn more about potential savings.
How to Access Your Fee Disclosure Document
Select your current 401(k) provider from the list. Each drop-down offers detailed directions for finding the document based your provider.
Why Partner with Paychex?
As the #1 recordkeeper in the U.S. for seven years in a row*, our proven 401(k) solutions can help ease your administrative tasks, offer choice and flexibility with plan options, and provide superior service every step of the way.
Reduce compliance risk
We’ll provide you with a signature-ready Form 5500, as well as processing for Form 8955-SSA, Form 945, Form 1099-R, quarterly compliance testing, and required disclosures.
Increased data accuracy
Integrate your 401(k) plan with Paychex payroll to use a single employee record across all our services.
With our Return of Concessions feature, you can rest assured that we act in the best interests of the plan participants.
Support you can trust
From plan design, to onboarding, to ongoing plan administration, we’re here to help you through the life of your plan.
Manage your plan whenever and wherever you need, no matter how you like to work – mobile, online, or on the phone with a live, U.S.-based retirement specialist.
With access to over 9,500 investment options, you’re free to choose what’s best for your participants. We have no proprietary investment requirements, ever. On your team. Have a trusted financial advisor? We’re more than happy to work with them