Engage 2025
Get the first peek at our new technology, developed for accountants, at Engage 2025. Visit Booth #719 and demo how our new technology can help you:
- Strengthen your client advisory services (CAS)
- Streamline your workflows
- Strategize your future growth
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Additional Resources
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Engage 2024 Information Sessions
Don’t miss these informative sessions at Engage 2024.
6 HR Tips for Keeping Pace With Today’s Talent Transformation
June 3, 2:30–3:45 p.m.
DCPA2403
1.5 CPE credits
Our expert speakers will share insights and best practices to equip accounting professionals with practical guidance on how to attract, develop, and retain top accounting talent. We’ll also share innovative approaches to talent development and succession planning within accounting firms to help build a sustainable pipeline of skilled professionals and future leaders. Participants will hear how leveraging technology can streamline HR processes, increase efficiency, and support the unique needs of accounting professionals.
Speakers: Theresa Richardson, Withum & Alison Stevens, Paychex
HR Analytics to Power Your CAS Practice
June 4, 12:45–1:10 p.m.
Bristlecone Ballroom in the Exhibit Hall
Crack the HR data vault open and unearth invaluable insights that will enhance your consultative strategies. We’ll share how workforce analytics can help you provide deeper, proactive, and customized insights to your clients, allowing them to make more informed decisions, better plan for what’s ahead, and optimize their workforce talent.
Presented by Paychex
How Retirement as a Benefit Retains and Attracts Talent
June 4, 3:00–4:15 p.m.
DCPA2405
1.5 CPE credits
Are you and your organization seeking to attract and retain top talent by offering exceptional retirement benefits? Join us for an enlightening session where we delve into the world of retirement savings options designed to empower your workforce. This interactive session will provide a comprehensive overview of Individual Retirement Accounts (IRAs), 401(k) plans, and the relatively new Pooled Employer Plans (PEPs). Our experts will explore the nuances and benefits of each option, enabling you to offer your talent a well-informed perspective on their retirement future.
Speakers: Jason Deshayes, Cook Wealth & Scott Buffington, Paychex
Veteran Franchisee Finds Risks Are Worth the Rewards
Former Marine Tommy Stuckey invested his life savings to start his sub shop franchise, then grew to five stores. Hear his advice for fellow entrepreneurs.
Explore Our Services
Connect with one of our reps to explore what services might best fit the needs of your restaurant or quick-serve franchise.
Run Your Restaurant Without Running Ragged
Download our whitepaper chock full of helpful tips to guide you to success in this fast-paced industry.
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Run payroll quickly and easily, on desktop or mobile.
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Run payroll quickly and easily, on desktop or mobile.
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Run payroll quickly and easily, on desktop or mobile.
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Run payroll quickly and easily, on desktop or mobile.
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Run payroll quickly and easily, on desktop or mobile.
Gene Marks: Live and In Person at Engage 2025!
Renowned speaker and business columnist
Host of Paychex Thrive podcast
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Check out these informative Paychex sessions at Engage 2025
Crafting a Winning HR Advisory Firm Strategy
Wednesday, June 11, 3:00–4:15 p.m. PDT
1.5 CPE credits
This focused session, designed for client advisory services (CAS) leaders, will share tips on crafting a dynamic HR advisory firm strategy, including service offerings, pricing, and staffing. Gain actionable insights and unlock new avenues for CAS growth with this HR advisory firm strategy guidance.
Speakers:
Gene Marks, CPA, Marks Group PC
Leslie Bolton, Paychex
Sabrina Parris, Founder, Honeycomb State Tax Strategies
Retirement Regulatory Updates Impacting Plans in 2025
Tuesday, June 10, 5:15 - 5:40 p.m. PT
0.5 CPE credit
Explore the latest trends, regulations, and tax incentives shaping the retirement landscape. We’ll discuss how these updates can help your firm and clients maximize savings, reduce tax liabilities, and secure a stronger financial future.
Speaker:
Elina Simon, Paychex
Exhibit Hall Tech Tour
Tuesday, June 10, 11:00–11:50 a.m. OR
Wednesday, June 11, 4:30–5:20 p.m.
1 CPE credit
Paychex is the third stop on the Exhibit Hall Tech Tour. Attend all stops and you’ll receive 1 CPE credit. No advanced registration required. See event agenda for full details.
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Run payroll quickly and easily, on desktop or mobile.
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Run payroll quickly and easily, on desktop or mobile.
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Run payroll quickly and easily, on desktop or mobile.
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Run payroll quickly and easily, on desktop or mobile.
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Run payroll quickly and easily, on desktop or mobile.
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Book a Meeting at Engage 2024
Skip the line when you pre-schedule a meeting with one of our experts. Fill out the form below so we can tailor the conversation to fit your needs, then click the Book Meeting button to submit!
Compare a Paychex 401(k) vs. a state-run IRA
If you’re enrolled in the CalSavers IRA, switch to a plan with less administration and more tax savings. We make the transition easy with a dedicated 401(k) conversion account manager and a seamless onboarding process. See the comparison chart below to decide which plan is right for your business.
CalSavers IRA vs. Paychex 401(k) Plan
State — IRA
401(k) (Offered by Paychex)
Based on 2021 IRS Contribution Limits
$6,000
$19,500
No
Yes, at employer’s discretion
No
Opportunity for up to $5,000 per year, for the first 3 years
Employer processes payroll contributions, updates contribution rates, adds newly eligible, etc.
Paychex makes administration simpler as your recordkeeper
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"I had one specific source to go to and they answered all my questions and led me in the right direction."
Dan Banaitis Owner and Program Director
Building Bridges Program
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"Our Paychex HR professional, it's almost as if she's part of our operation. She knows a lot of the employees on a first name basis. She's part of the family."
Cathy Gill Controller and HR Director
Coronado Brewing Company
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RSS Feed Module
Use 1 for payroll, 11 for HR, 21 for Employee Benefits, 31 for Startup, 41 for Compliance, 1051 is YE, and 'all' is the latest from all categories. Test in the previewer: https://pages.paychex.com/RSS-Previewer.html
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How Can Paychex Help You?
Hear From Accountants Who Partner with Paychex
If you are looking to outsource, Paychex can help you manage HR, payroll, benefits, and more.
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Integrations allow us to see information & provide a higher level of service to our clients.
Jamie Hogan
CEO and Partner Specialized Account Services
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We can get questions answered and look up reports that we need 24 hours a day from wherever we might be.
Ted Chapekis
CPrincipal
Take Advantage of This Special Offer
We have specialists ready to help you understand your plan options and to make sure that you are choosing the plan that best fits your needs.
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Live and Recorded Webinars
View our webinars featuring many of today's leading experts in the payroll and HR industry.
Articles and Videos
Go in-depth with our dedicated articles and videos.
How Can Paychex Help You?
Paychex wants to help the accounting industry thrive. See how our solutions can help you simplify the grind and elevate your role.
