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Paychex 401(k) Plans for Your Firm…


Now you can give your firm the same benefits your clients enjoy through the AICPA Firm-Based Member Retirement Program. Following an extensive due diligence process, the AICPA Member Retirement Committee has selected Paychex as the preferred provider of 401(k) plan administration for AICPA Members.

Sign up for Paychex 401(k) plan administration through this program and you'll enjoy:

  • Over 5,900 funds and multiple share classes to choose from
  • The ability to continue working with your existing financial advisor
  • A 3(38) fiduciary option
  • Free services on specific payroll packages processing for firms with 1 to 50 employees
  • Single point of contact for all 401(k) questions
  • Expert plan design and implementation tailored to your firm's goals
  • Substantially reduced 401(k) setup fee and attractive plan pricing for AICPA Members
  • Six-month, money-back satisfaction guarantee
  • In addition, firms 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.


For sole practitioners, Paychex offers an Owner-Only 401(k) that allows one-person businesses to maximize salary deferral contributions. As a leading national provider of payroll processing, human resource and benefit services, Paychex is uniquely positioned to develop an integrated end-to-end retirement solution for your firm – with pricing and service benefits designed exclusively for AICPA members.

For more information about the AICPA Firm-Based Member Retirement Program, please contact a Paychex specialist today at 1-877-264-2615. Or, complete this form to have a Paychex 401(k) specialist contact you today.

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.

** 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 2013.
Watch a Panel Discussion
on the AICPA Firm-Based
Retirement Program