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Beyond Payroll, there's Paychex Retirement Services

Count on Paychex to be accurate and comprehensive.

 
  • Reduced plan setup fees for both clients and firms.
  • Over 5,200 funds and multiple share classes to choose from
  
  • A six-month, money-back satisfaction guarantee and more.
  

Why 401(k) Plans Are Vital

A 401(k) may be the best retirement solution in these economic times.

This chart* is a real-life example of the advantages of contributing to a 401(k) over other types of plans. The chart assumes annual contributions of a 40-year-old S-Corporation owner, earning $100,000 per year.

     Based on maximum individual deferral amount and potential employer contributions.

 

Why a Paychex 401(k) is a smart choice for your firm and your clients…

The AICPA Member Retirement Committee has selected Paychex to be the exclusive provider of retirement plan services for AICPA member firms. Paychex is the largest record-keeper in the US according to Plan Sponsor magazine and is ranked as the #1 seller of plans for more than eight years. Paychex has a proven track record of providing outstanding third party administration and recordkeeping services to approximately 57,000 clients nationwide.

With Paychex 401(k) plan administration you get:

  • Expert plan design and implementation tailored to your firm’s and your client’s goals
  • Over 5,200 funds and multiple share classes to choose from
  • The ability to continue working with your or your client’s existing financial advisor
  • A 3(38) fiduciary option
  • Free, integrated basic payroll processing for firms with 1 to 50 employees
  • Single point of contact
  • Safe Harbor Provision to maximize employer benefits
  • No added administrative burdens

Plus…

  • Substantially reduced 401(k) setup fee and attractive plan pricing for AICPA Members  
  • Six-month, money-back satisfaction guarantee
  • Firms and employers may be eligible for a $500 per year tax credit for 3 years** - for employers with fewer than 100 employees

In addition, you get automatically enrolled in Paychex’ Platinum level service, which offers benefits above and beyond the exceptional service Paychex consistently provides, including a single point-of-contact for your plan.

Learn more about Paychex 401(k) Plans for your clients and for your firm.

* The above chart is taken from the "Individual 401(k) Contribution Comparison Calculator".
It is provided for illustrative purposes only and should only be used as a guideline. It is not representative of past or future performance, and actual investment results may vary. Additional details, including assumptions & a results summary, can be found on www.paychex.com

** Small businesses establishing first-time retirement plans may be eligible to receive a tax credit of 50% for annual administrative costs, up to $500, in each of the first three years of the plan. Note: 100% of the employee salary deferrals are invested with 401(k) plans administered by Paychex. Information current at time of publication, January 2012.

Note: The AICPA Firm-Based Member Retirement Program has been designed around the needs of AICPA members in firms with approximately 1 to 50 employees. For AICPA members in business and industry or in firms with greater than 50 employees, these benefits may not apply. Please consult with a Paychex sales specialist to learn more. The consultation with a local Paychex retirement specialist is available in most major markets.