AICPA 401(k) Plans for Firms Program Details

Retirement Programs Made Easy

It's never too early to start planning your financial future or to get into the right program, especially when it's this simple.

Saving for retirement is critical, and yet easier and more affordable than you may think–especially with the AICPA 401(k) Plans for Firms program. We understand that choosing the right program can be overwhelming, which is why we've done the work for you by creating a 401(k) plan that works for everyone. It's a great fit whether you are a sole practitioner or a small or mid-sized firm. What's more, the AICPA 401(k) Plans for Firms program is easy to start and easy to manage. Consider all the benefits...

Facts about the AICPA 401(k) Plans for Firms program





This program is administered and offered in conjunction with Paychex Retirement Services, the country's largest 401(k) recordkeeper. With over 78,000 plans, they bring a proven record of outstanding service for firms like yours, extraordinary value, and unparalleled support for the CPA community.

To learn what this program can do for you:

  • Call 877.264.2615 to speak to a Retirement specialist
    (Monday- Friday 8:00a.m.-8:00p.m. ET)
  • Complete this Online Form, and a Retirement specialist will contact you

**Small 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, December 2017.