Tools and Resources for Financial Advisors

Have you checked out Paychex lately? See what innovation looks like with our enhanced Advisor Console and other tools for Financial Advisors.

Our Tools and Resources

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.

(k)Index

This industry-first tool puts more than 9,000 investments at your fingertips, and helps you quickly recommend the best ones for your clients.

Fiduciary Checklist

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

Get Real-Time Access to Your Book of Business At A Glance.

Paychex Financial Advisor Console

The enhanced Paychex Advisor Console portal allows you to access all the information you need from a single dashboard. You can check out your total AUM, view levels of participation and a summary of all plans, get quick access to the k(Index) investment portal, and more. Want to see how it works? View our demo.

See how easy retirement plan administration can be.

See how simple retirement plan administration is with Paychex. Access employee data, plan details, documents & reports, tools & resources, and more.

Request a Demo

Manage your 401(k) account online.

Check your 401(k) account any time, from anywhere. Watch this demo to learn how to access account balances, investment performance, deferral amounts, and more.