Program Highlight

The AICPA Member Retirement Committee has selected Paychex as the provider of 401(k) services through the AICPA Firm Based Member Retirement Program. As a leading provider of 401(k) recordkeeping services and a #1 ranked seller of 401(k) plans, 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:

• Expert plan design and implementation tailored to your firm’s and your client’s goals
• Over 5,200 funds and multiple share classes to choose from
• The ability to continue working with your or your client’s existing financial advisor
• A 3(38) fiduciary option
• Free, integrated basic payroll processing for firms with 1 to 50 employees
• Single point of contact
• Safe Harbor Provision to maximize employer benefits
• No added administrative burdens

Plus…

• Substantially reduced 401(k) setup fee and attractive plan pricing for AICPA Members
• Six-month, money-back satisfaction guarantee
• Firms and employers may be eligible for a $500 per year tax credit for 3 years¹ - 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.

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.

¹Small 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 2012.

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.