Financial Advisors

We Do Not Compete with You

We’re here to make your job easier, not harder. We don’t compete with financial advisors—we support you. Our focus is on helping you serve your clients better, acting as a resource you can rely on. When you partner with us, you stay at the center of your client relationships, and we’re here to provide best in class HCM and resources along the way.

Maximizing Your Impact

We want to help take your business to the next level. As one of our valued financial advisor partners, you get access to exclusive perks designed to help you shine for your clients and grow your book of business. We’ve built a powerhouse support system just for you, including:

• Partner Care
• Partner Success Managers
• Solving business challenges for your clients
• Leveraging our technology
• Partner Portal
• Dedicated Channel Director to help develop your GTM strategy

Take Your Practice to the Next Level

Paycor integrates seamlessly with any 401(k) provider, but as part of the Paychex family, you gain access to the nation’s leading 401(k) solution—empowering you to elevate your practice with smarter retirement planning, while you stay focused on deepening client relationships and driving growth. With Paychex as your 401(k) partner you’ll get an all-in-one solution that integrates with payroll providers as well as:

• Support for advisors and clients
  • Dedicated wholesaler contact for financial advisors
  • Dedicated client account manager for plans over $3M in assets
  • Reciprocal referrals

• Flexible plan options
  • Traditional, PEP, safe harbor and more
  • No hidden fees

• Advisory tools and resources
  • Advisor console
  • Retirement calculator
  • k(index)