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PAi helps solve your most pressing issue - increasing assets under management - by helping you tap into the small plan market for startup and takeover plans and rollover assets.
| CHALLENGE |
PAi SOLUTION |
| Need to acquire new assets as quickly and -effortlessly as possible... | PAi's exclusive small business focus provides you with expertise to tap into this growing and underserved market. |
| Serving the small business market can be unprofitable... | PAi focuses exclusively on the small plan market which ensures you receive expertise and servicing at a low cost. |
| Need to efficiently retain clients and maximize cross selling opportunities... | PAi provides well-managed and highly responsive customer care for your clients to minimize your post sale involvement and maximize attention you can give to new sales opportunities. |
HOW PAi ADDRESSES YOUR CHALLENGES
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| The ideal 401(k) solution designed specifically for owner only
employers.
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A 401(k) safe harbor plan for organizations that have 2-10
total employees that automatically satisfies the non-discrimination rules for
elective deferrals and company contributions.
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A fully flexible 401(k) solution which allows you and your
client to dictate plan design and fund selection.
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PAi helps you tap into and serve the small business market with a quick-to-market, comprehensive 4-step program. more... |
For more information on the plan best suited for your needs. Click here..
