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Paychex Recordkeeper Integration Request

Follow the steps below to kick off your 401(k) payroll integration. Please note, there are separate instructions depending on if you have a dedicated Paychex Representative

⚠️You must cancel your Paychex Payroll Services before you can request a new payroll integration with Paychex Retirement Plan Services. To cancel your Paychex payroll services, contact their customer support team directly by calling 833-299-0168.

Even if a you have already transitioned payroll elsewhere, Paychex payroll services are not officially canceled until you contact Paychex directly to make that request. 

 

1. If don't have a Paychex dedicated Representative - 
 Call Paychex to request Payroll Integrations

The plan administrator or individual trustee on the plan must call Paychex directly at 800‑472‑0072 to request setup for Payroll Integrations

These requests cannot be made via email or chat and cannot be initiated by a third party. Only the plan administrator or individual trustee is authorized to make this request.


1. If you have a dedicated Paychex 401(k) representative -
 Integration Request Steps

To:  [Paychex 401(k) point of contact]

Subject: [Plan Number] [Plan Name] —  360 integration with Payroll Integrations, Inc.

Dear [Paychex 401(k) Point of Contact],

[Company Name] would like to set up 360 integration with Payroll Integrations, Inc. Please work with the payroll team to begin the onboarding process.  Payroll Integrations, Inc.
Support is available to assist with onboarding if needed. The information you need is below:

Payroll vendor:  Payroll Integrations, Inc.
Contact: Carly Doede (619-826-3506)
Email: implementation@payrollintegrations.com


Thank you,
[Your Name]

 

 

2. Testing — what to expect before you go live

Once the payroll connection is established, our team will review your payroll configuration and send a test file to Paychex with your census and contribution data. Paychex will cross-check this against their records to make sure everything lines up.

Before testing kicks off, please make sure your payroll system has accurate, up-to-date information for all employees:

  • Full name

  • Address

  • Date of birth

  • Hire date

  • Termination date (if applicable)

If your plan excludes any employee classes — for example, part-time or union employees — please let your Payroll Integrations implementation specialist know so we can configure the integration correctly from the start.

During testing, you will need to continue manually:

  • Submitting payroll files to Paychex

  • Applying any contribution or deduction changes from Paychex into your  payroll system

  • Testing typically spans a few pay cycles. We will notify you as soon as the automated connection is live — at that point, you can stop the manual steps entirely.

 

Questions? We’re here to help.
Reach our sales team at sales@payrollintegrations.com. We’re happy to walk through these steps with you on a call.