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ADVISORS ACCESS, POWERED BY PAYCHEX


THE EVOLUTION OF 401(K) PLANS

A partnership between Paychex, the leading 401(k) record keeper,
and a network of independent advisors




15 MINUTE SETUP

On average, it takes 15 minutes or less to set up or convert your retirement
plan

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FINANCIAL GUIDANCE

Get personalized assistance by partnering with your trusted financial
professional


DYNAMIC PRICING

As your company and retirement plan evolve, our pricing adjusts so that you get
the best deal

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See all of our services


ONBOARDING

At Advisors Access, powered by Paychex, you will have a dedicated and direct
point of contact to help you get set up on your 401(k) plan. Once you've signed
up, our team does a complete review of your documents and will schedule a
welcome call with you.



During the welcome call, we will verify that all of the information about your
plan is correct and walk you through the site to make sure you know how to
navigate to all of the tasks that you need to complete. We also help you
understand how to process payroll contributions. And if you have any questions,
our team is here to help.




WE HAVE THE TECHNOLOGY TO SUPPORT YOU AND YOUR BUSINESS

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100% Fee Transparency: We give total visibility into the expenses and fees
associated with your plan

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Payroll Integration: Streamline your administrative duties by working with a
payroll provider

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Solo(k): We offer 401(k) plans for single-employee, and single employee &
spouse, businesses

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Return of Concessions: Money earned as concessions from investment families is
returned to 401(k) participants

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Financial Data Platforms: Share data with your advisor by integrating with
Retirement Plan Advisor Group, Envestnet, or Fi401k

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WE WORK WITH THE BEST IN THE INDUSTRY

We have access to nearly every investment available in the open market, from
dozens of the most respected investment companies.

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CAN’T LOGIN?

Get support for login problems and
other issues with your 401k account.

Get Help


FREE QUOTE

Answer a few questions to get a free
quote and see what we can offer.

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SEE A DEMO

Take our products for a spin! We can
walk you through it, if you'd like.

See a Demo


CONTACT OUR
SALES TEAM

We’d love to see how we can help
you or your business.

Contact Us


SUPPORT

Help Center

What’s New

admin@advisorsaccessbypaychex.com

888-827-4749

CONTACT SALES

ddavidson@advisorsaccess.com

828-210-2001

ABOUT US

About BAM Advisor Services

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