PAYCHEX 401k PLAN


How to Enroll

Please review the following instructions. Prior to accessing your account, complete the 401(k) Plan Enrollment Worksheet. This provides a visual reference and record of your fund allocation decisions and is for your reference only.

To access your account using the Paychex Retirement Services Information Line:

  1. Dial 800-401-3999
  2. Enter your Social Security Number.
  3. Enter/Create your Personal Identification Number (PIN).
    • If you are calling for the first time, you must first create a PIN. Press 1 to create your own, or press 2 to have Paychex generate and mail one to your home address.
    • If you have called the line before and know your PIN, press 1 and enter your PIN.
    • If you have forgotten your PIN, press 2 and a new pin will be mailed to your home address.
    Press 3 to choose the Enrollment option.
    Press 1 to Enroll in the Plan.
  4. First time callers will be asked to verify their Date of Birth and Date of Hire. Please make sure that these dates are accurate. We must have correct information in order to process your enrollment.
  5. Enter your contribution percentage (as you entered it on the worksheet). Press 3 to initiate the transaction. Enter how your contributions are to be invested in the plan (as you entered on the worksheet). Once you have entered each percentage (please enter "0" for any funds that you do not wish to invest in), press 3 to initiate the transaction.
  6. Listen for the Confirmation/Effective Date to ensure proper processing of the request.
  7. A confirmation letter will be mailed to your home address within two business days.

To access your account using Paychex Online Retirement Services:

  1. Access Paychex Online Retirement Services at https://benefits.paychex.com.
  2. Register.
    • Click "Need to Register".
    • Enter and submit the requested information.
    • At this point, a password will be automatically generated and mailed to your home address. Once you receive this password, you will be able to log into your retirement account.
  3. Logon by entering your Social Security Number, Password, and Personal Identification Number (PIN). Your pin will be the same for both the Retirement Services Information Line and Paychex Online Retirement Services. If you do not have a PIN, you will be prompted to create one.
  4. Choose "My Retirement Services".
  5. Choose "Enrollment".
  6. Enter your contribution percentage (as you entered on the worksheet). Click "next".
  7. Enter how your contributions are to be invested in the plan (as you entered on the worksheet). Once you have entered each percentage (please enter "o" for any funds that you do not wish to invest in), click "submit".
  8. The following screen will display your request. A confirmation letter will be mailed to your home address within two business days.

IMPORTANT: You will receive a Beneficiary Designation Form along with the confirmation letter. This form must be completed and returned to your employer.