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Live Event

Paychex Financial Advisor Day – 2021 Virtual Due Diligence Meeting


January 19, 2021  |  11:30 a.m. - 4:00 p.m. ET


Introduction by Martin Mucci, President and CEO, Paychex

Michael Majors, Sr. Director, National Retirement Services Sales

Robert Darrow, Sr. Manager, National 401(k) Wholesale Channel

Plus other Paychex Retirement Services subject matter experts

This special live event covers a host of topics to help financial advisors and their clients in 2021. It will feature talks, videos, Q&A sessions, and demos on must-know issues, such as:

  • Industry news—what we’re hearing from Washington, DC
  • The impact of 2020 on business – deep dive overview
  • The SECURE Act 2.0
  • New products—Pooled Employer Plans (PEP)
  • Helpful COVID-19 resources for your clients
  • Updates on state-mandated campaigns
  • Wholesaler strategies for 2021
  • The changing legal landscape for retirement
  • The latest Paychex products and updated retirement services
  • Paychex Flex Advisor Console demo


Note: This event is not eligible for Continuing Education (CE) credit.

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We’ll do the hard work of switching payroll companies

Changing payroll companies can be a hassle — but when you switch to Paychex, it’s our pleasure. We have the know-how and experience to take care of everything involved with switching payroll companies, from working with you to collect the necessary paperwork to balancing your year-to-date payroll data.

We can even get you up and running in as little as 48 hours after signing up. Simply provide some necessary paperwork and info (federal ID number, employee bank accounts, etc.) and, as your new payroll provider, we’ll take care of setting up your account. To make things go even faster, we’re often able to help you pull your data directly from your previous payroll company's system.

Dedicated help every step of the way

Throughout the onboarding process you'll have a one-to-one service experience:

  • Sales representative will help you gather the necessary information.
  • Implementation specialist will audit back to the beginning of the year and process your first few payrolls for you.
  • Designated payroll specialist, who will be your one point of contact once you're fully onboarded, is 100 percent accountable to make sure you're taken care of.