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Member Value: Retirement Services

Program Highlight

The AICPA Member Retirement Committee has selected Paychex as the exclusive provider of 401(k) services through the AICPA Firm Based Member Retirement Program. As a leading national provider of payroll processing, human resource and benefit services, 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:

  • A personal consultation with a local Paychex retirement specialist
    (in most major markets)
  • A Platinum Support Program dedicated to servicing the Retirement Plans of the CPA community
  • A wide spectrum of fund options from over 75 fund families
  • Attractive 401(k) plan pricing uniquely available for AICPA Members
  • An integrated retirement and payroll solution minimizing administrative burden

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.  You’ll even have the option to work with a local financial advisor.

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.

More Elite Values

For more information about the AICPA Firm Based Member Retirement Program, please contact a Paychex specialist today at 1-877-264-2615, Monday through Friday from 8:00 a.m. to 8:00 p.m. ET. Or, complete this form here to have a Paychex 401(k) specialist contact you today.

For personal or business use: no annual fee, plus choose your reward from cash, gift certificates and more.
Free Flexible Rewards Program and a $25 Credit with the AICPA Platinum Visa.
AICPA Members save up to 35% on Business Checks and Forms from Harland Clarke.
Special rates available for Life, Disability and Long Term Care, Professional and Employment Liability.
Save 10% off business formation and incorporation services from BizFilings, a Wolters Kluwer Company.
Special Discounts – up to $50 off select devices for AICPA Members
Chase Paymentech makes it easier and more affordable for you to accept client card payments with their on-line Virtual Terminal.
AICPA members receive up to 6% off desktops, laptops and other peripherals.


No Weight Limits, No Pickup Fees, No Fuel Surcharges, No Kidding! Use DHL Ship Ready!
AICPA members can receive deeply discounted pricing on AUDIO and Web CONFERENCING services from Genesys Conferencing!
Save 50% on a weekend rental! Also FREE membership in Hertz#1 Club Gold a $60 value
Receive 10% off shirts, totes, caps, bags, towels and much more. Personalize these products with your firm or business name!
Super Spring Savings! Extra 10% off select ThinkPad notebooks (use eCoupon code USXSAVE4SPRING)
AICPA members save up to 35% on office products, Design Print and Ship, Tech Dept and furniture.
Up to 40% off select tax and accounting research information products.
Generous savings on temporary, full-time and senior-level financial staffing services.
Receive discounted hotel rates and complimentary Starwood Preferred guest membership.
Home Financing Solutions for AICPA Members. Receive a $200 closing cost rebate!
AICPA Members qualify for special savings from Xerox. Check out the new Works Centre 5600 Series system. Enter to win an Apple iPhone
*The AICPA receives royalties for administrative support and program sponsorships