NFP is the Investment Advisor for your company sponsored retirement plan and we can
help you with all of your retirement planning goals.
Plan Overview – How to get enrolled, change your contributions, access your account online,
overview of the plan features.
Retirement Planning – Determine how much you need to retire, calculate if you are on track, discuss
how to make changes to meet your goals.
Investment Advice – Risk tolerance assessment, review your current investments, provide investment
advice and customize a plan for you.
Consolidating – Review of all your retirement accounts (IRA’s, prior employer retirement plans),
provide rollover assistance & consolidation.
Budgeting – Create a plan that works for you, determine what debt to pay down first, review and
assist with outstanding student loans.
Financial Solutions – Estate planning, IRA’s, life insurance, annuities, 529 college planning.
Plan Eligibility – You will be eligible to participate in the Plan when you have completed 3 months of service. Your Entry Date will be the first day of the month coinciding with, or next following, the date you satisfy the eligibility requirements.
Traditional & Roth Contribution: You can contribute to your retirement plan as a Traditional pre-tax contribution or as a Roth after-tax contribution, or a combination of both.
Investments: You have a variety of investment choices within your 401(k) Plan. You will be auto enrolled into a Target Date Fund that aligns with your retirement age (with an assumption of 65 years old). You can re-direct those investments to any investment option offered within the Plan. Your investment options are listed on your Paychex participant portal.
You can access your account by visiting the Paychex site, or by calling Paychex participant services at 833-299-0168. You can access the Paychex site for the following services:
To access the Paychex site, go to https://www.paychex.com/retirement-services or click the link below!
To begin your enrollment online - go to https://www.paychex.com/retirement-services or click on the link below. Click the Login button at the top of the page. On the next screen, hit the blue "Launch Paychex Flex" button. This will open a new window to enter your login credentials. If it is your first time accessing your account, hit the "Sign-up" link, and enter your information to register your account.
Once online to complete your enrollment you will
If you have any questions, or need help with the enrollment process, do not hesitate to contact your NFP advisors!
Looking to learn more about your plan, and then some? Check out the resources below. If you can't find what you are looking for - let us know!