Brian Gilbert

Paychex retirement

Retirement

I help business owners create a retirement plan that is practical to run, clear for employees, and connected to the payroll process you already manage.

A practical Paychex path

I’ll learn how your business runs, explain the options plainly, and stay close through the decision and the setup.

What I can help you handle

Make saving easier to offer.

The right retirement setup can support your people and your business at the same time. I’ll help you understand the options without making the decision feel bigger than it needs to be.

01

Plan administration

Paychex can support 401(k) plan administration and recordkeeping, giving your business a steadier operational foundation.

02

Investment choice with clarity

A wide range of investment options and clear fees help employees make more informed decisions about saving.

03

Deductions that run with payroll

Payroll-integrated automatic deductions make contributions easier to manage and easier for employees to maintain.

04

Pooled employer plans

Pooled employer plans (PEP) can give eligible businesses another path to offering a retirement plan.

05

Automatic enrollment

Automatic enrollment can make it simpler for employees to begin saving while creating a consistent plan process.

06

SECURE Act 2.0 credits

Eligible businesses may qualify for SECURE Act 2.0 start-up tax credits. I’ll help you understand where they may fit.

07

Retirement specialists

You have ongoing access to retirement specialists for the questions that come up after a plan is in place.

Let’s make the next step clear

Build the benefit with a guide.

Tell me what you want a retirement plan to do for your business and your employees. I’ll help map the Paychex options and the next step.

Talk with Brian