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Member Value: Retirement Services

Program Highlight

The AICPA Member Retirement Committee has selected Paychex as the preferred provider of 401(k) services through the AICPA Firm Based Member Retirement Program. 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 unique pricing and service benefits designed exclusively for AICPA members.

These benefits include but are not limited to:

  • A personal consultation with a local Paychex retirement specialist
    (in most major markets)
  • A Platinum Support Program dedicated to servicing the Retirement Plans of the CPA community
  • A wide spectrum of fund options from over 75 fund families
  • Attractive 401(k) plan pricing uniquely available for AICPA Members
  • An integrated retirement and payroll solution minimizing administrative burden

With a best-in-class service model, extensive flexibility around plan design and a wide array of investment choices backed by centralized administration — Paychex can help firms select and manage the retirement plan best suited to your respective firm’s needs.  You’ll even have the option to work with a local financial advisor.

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.

More Elite Values

For more information about the AICPA Firm Based Member Retirement Program, please contact a Paychex specialist today at 1-877-264-2615, Monday through Friday from 8:00 a.m. to 8:00 p.m. ET. Or, complete this form here to have a Paychex 401(k) specialist contact you today.

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*The AICPA receives royalties for administrative support and program sponsorships