Retirement Plans Simplified.
The easy button for retirement plans
Retirement Plans Simplified is a turnkey solution that equips advisors with the tools, analytics, and investment options to help seamlessly facilitate plan management.
With the Paychex Advisor Select 401(k) platform and the custodial, trading, and business intelligence from Broadridge, advisors can instantly access, understand, and optimize their retirement plan business.
Retirement Plans Simplified provides advisors with easy plan setup
- Extensive Fund Universe
- Online Plan Management
- Ongoing Plan Monitoring
- Differentiating Strategies
- Efficient Advisor Compensation
- Retirement Readiness Education
- Fee Transparency
- 24/7 Support
Introducing Retirement Plans Simplified
Make small business retirement plan management a breeze
Manage your client’s 401(k) accounts more efficiently with the features provided by Retirement Plans Simplified
Quick and easy Plan setup —–
Setup or convert your retirement plan in just minutes
Paychex Advisor Select 401(k)
Full service retirement plan solution including:
- Investment flexibility
- Easy Payroll Integration with any provider
- Online plan management
Insightful Business Intelligence
Leverage an interactive dashboard that includes:
- Strategic visibility into your plan
- Investment line-ups, balances, and performance
- Exportable data
See our 401(k) software in action
Retirement Plans Simplified, by Paychex & Broadridge, proves itself to be a trustworthy and efficient solution to simplifying retirement plan management. Interested in learning more about how the easy button for retirement plans work? Fill out the contact form bellow and our professionals will be in touch with you to set up a demo.
