WORKING TOGETHER
PAi delivers more than a typical administrator - exclusive small business focus and regulatory expertise, behind-the-scenes sales and marketing support and high-touch and high-tech customer care to minimize your post sale involvement and maximize time for winning new business. As your servicing partner, PAi helps you tap into and serve the small business retirement plan market with a quick-to-market, comprehensive 4-Step program.

STEP 1
ATTRACT AND WIN SMALL BUSINESS CLIENTS
PAi helps you attract new clients by providing prospect qualification criteria, sales collateral and the small business retirement market expertise you need to win new business. PAi's market experts are readily available to answer questions on product design, compliance issues and other topics.

STEP 2
EFFORTLESSLY SETUP NEW CLIENTS
PAi provides a streamlined plan initiation process with an automated online plan setup via QUIK. We are also available to provide immediate answers to plan design, regulatory, technical or product inquiries you receive from your client.

STEP3
SERVICE SMALL BUSINESS CLIENTS
PAi's full-service support model provides various channels for clients to leverage. Your client always has access to their account - whether through our easy-to-use web sites, Voice Response Unit (VRU) or contact center. Our web based applications are linked to facilitate communication between parties.

PAi proactively informs you of issues such as failed discrimination tests and keeps you apprised of participant activity through your own financial advisor web site.

STEP 4
RETAIN SMALL BUSINESS CLIENTS
PAi proactively keeps you informed about all aspects of the small plan retirement industry and helps you help your clients make well-informed retirement decisions.

PAi takes the worry out of plan administration and allows you to focus on building profitable relationship and cross-selling other services.

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