Financial Advisor Partnerships with Paychex
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.
It's Our Biggest and Best Offer Yet
Save your clients up to $2,000 in 401(k) fees, only when referred by you.
Financial Advisor Resources
Plans and Features
Learn more about Paychex retirement plans and solutions for every kind of client.
Quick Links for Current Partners
The Advisor Download
Read the latest edition of The Advisor Download, our monthly newsletter with timely, curated topics and materials for Financial Advisors.
Why Partner With Paychex?
Best-in-Class Payroll Integration
When you recommend Paychex to your clients, they can be assured of the streamlined simplicity of our Paychex Flex® solution. Using a single employee record across all of our services, payroll and retirement are wholly integrated. This helps clients save time and cost, improve reporting, and meet fiduciary obligations.
Advisor Console With Paychex Flex®
With our HCM technology and service platform, a single sign-on to the Advisor Console gives you access to plans, reports, and resources. Need to make a change for a plan sponsor? You can do it in just a few clicks from your desktop or mobile device.
Tools and Resources
Our industry-leading advisory tools are designed to help you serve your clients quickly and efficiently. Use the Advisor Console to manage plans and access your book of business with Paychex. Our k(index) feature provides access to thousands of investment choices. And our 401(k) fiduciary checklist and retirement calculator helps make sure sponsors and participants are retirement-ready and compliant.
Flexibility and Choice
From bundled recordkeeping and third-party administration (TPA) services for 401(k) plans and 403(b) plans, to standalone options such as TPA-only or recordkeeping-only services, you’ll be able present your clients with a variety of options that fit their business.
Client Service and Support
We handle all the details for plan sponsors and participants, including new plan set-up, conversion, enrollment, IRS and DOL filings, compliance testing, and more. And our retirement plan experts are always available to help you and your clients.
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.
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
FAQs
-
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 nation with over 100,000 plans1
- We are also the number one provider of defined contribution plans2
- One in every six 401(k) plans uses Paychex
- We have been named one of the World’s Most Ethical Companies®3
1Plansponsor Magazine, 2023
2Plansponsor Magazine, 2023
3Ethisphere Institute, 2023
-
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.