Paychex.com For Financial Advisors Advisor Login Partner with Paychex Partner with Paychex News Releases Resources Articles Seminars Tools Paychex (k)Index Plans & Features Paychex 401(k) Fee Based Profit Sharing Payroll Integration ModelxChange® Contact Partner With Us Advisor Directory Wholesaler Directory Partner with America's Largest 401(k) Recordkeeper* At Paychex, we surround financial advisors with retirement plan expertise and conscientious service to support the growth of their business. We provide a stream of benefits to advisors and clients, including thousands of investment options, local plan expertise, flexible plan design, and quality recordkeeping services. Partner with Us Or Call 877-283-9520 Articles Dispelling Myths about 529 Plans Morningstar takes a look at six common questions about 529 plans and ascertains whether they’re true. Download Women and Investing: A Behavioral Finance Perspective A Merrill Lynch Wealth Management Institute study uncovered the similarities and differences in how men and women feel about investing. Download View All Articles Seminars 401(k) Year-End Contributions, Profit Sharing Options, Compliance Testing, and More Are you a financial advisor with 401(k) clients? If so, you'll want to know all the options for maximizing employee contributions, making profit sharing allocations, and other important year-end deadlines. Play Recording 401(k) Safe Harbor for Financial Advisors The traditional safe harbor 401(k) plan is one of the most popular plan designs for small employers. This type of plan is attractive because it removes top-heavy compliance testing, permitting owners and highly compensated employees to potentially max out their contributions. If you do not safe harbor, testing will take place and could potentially limit owners and highly compensated employees to keep money in the plan. Take part in this 30-minute webinar and learn more about safe harbor 401(k) plans. Go in-depth as we look at standard requirements for this type of plan, including IRS regulations that require a plan operating as a safe harbor 401(k) to be: Adopted before the beginning of the plan year and Maintained for an entire 12-month plan year. Clients cannot convert a non-safe harbor 401(k) to a safe harbor 401(k) mid-year. Financial advisors working with 401(k) clients are encouraged to attend, so register for this webinar today! Play Recording View All Seminars Tools Sign up for our Financial Advisor Newsletter, use our retirement calculator, and access our fund listings (by share class, asset category, plan size and more). Paychex (k)Index In just three steps, this industry-first tool allows you to quickly cross reference your BD’s investments with the Paychex 401(k) platform. Use Paychex (k)Index to help you filter for the right investments for your clients. Find Investments Enrollment Materials We offer enrollment and educational materials for clients to help their employees properly enroll. Access Tools and Enrollment Materials Paychex Retirement Plan Services — Plans and Features Paychex Retirement Plan Services offers a variety of affordable retirement plan options to meet the needs of any size businesses. A company-sponsored retirement plan helps your clients provide retirement security, reduce taxable income, and attract and retain quality employees. Our fully equipped 401(k) solution is easy to start, easy to manage, and cost-effective for small businesses. Advisor Select Powered by ePlan Services, Inc., this concession-neutral and conflict-free mutual fund helps your clients assemble unbiased menus of investment options. Open Fund The open-architecture 401(k) platform provides over 4,500 fund choices, multiple share classes, and no asset restrictions. Profit Sharing Paychex provides multiple offerings including age-weighted and new comparability plans that give flexibility in customizing client retirement plans. Payroll Integration When your clients integrate 401(k) data with Paychex Payroll, it can greatly simplify plan administration, while helping to ensure the accuracy of your clients' participant information. *According to PlanSponsor magazine, by number of plans won. This website contains articles, seminars, white papers, etc. obtained from outside sources, and are posted for informational and educational value. Paychex has not verified, nor is it responsible for, information contained within any of these materials. Any opinions expressed within materials from outside sources are not necessarily the opinion of, or supported by, Paychex. Paychex.com © 2014 Paychex, Inc. All Rights Reserved. Privacy | Security | Trademarks Partner with Paychex Partner with Paychex Resources Articles Seminars Tools Plans & Features Advisor Select Open Fund Select 401(k) Profit Sharing Payroll Integration ModelxChange® Contact Partner With Us Advisor Directory