Solution introduction

Welcome to Paychex financial advisor services for the way you work today

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

Why Partner with Paychex?

All-in-One Solution
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.

Access Plans & Reports
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.

Get Tools & Resources
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.

Offer Flexible Plan Options
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.

Support for FAs & Clients
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 U.S. based retirement plan experts are always available to help you and your clients.

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