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Paychex Advisor 401(k) Plan

The Paychex Advisor 401(k) Plan offers a robust platform for business owners looking to work with a fee-based financial or investment advisor to create a 401(k) plan for their employees.

Provided by ePlan Services, Inc., a Paychex company, our 401(k) Plan includes all the features you've come to expect from Paychex Retirement Services, including:

  • Advisor access to over 4,500 funds from more than 75 fund families.
  • The ability for your advisor of record to access your retirement plan.
  • Information about employer matching, vesting, Roth 401(k) contribution options, and more.
  • Full-service 401(k) plan administration: from legal documentation, to Form 5500s, and other services to help maintain regulatory compliance.

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