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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. And PAi addresses your challenges in serving this market while protecting your margins and building your brand.
| CHALLENGE |
PAi SOLUTION |
| Building loyalty with financial advisors, employers and employees | PAi allows you to maintain control of branding,fund selection and pricing to ensure an optimal customer experience |
| Serving the small business retirement market can be unprofitable | PAi focuses exclusively on the small plan market which ensures you receive expertise and servicing at a low cost |
| Acquiring 401(k) assets has become more costly | PAi provides outsourced administration to control your costs and high quality service to improve retention |
HOW PAi ADDRESSES YOUR CHALLENGES
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| PLAN4ONE provides owner-only businesses the opportunity to shelter a significantly high portion of their profits for retirement previously allowed through conventional retirement plans. more... | PLAN4TEN is a cost effective 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. more... | PLAN4MOST is a flexible 401(k) solution that allows your customer to build a retirement plan that meets their needs. more... | PAi is a leading outsourcing provider of full-service retirement plan administration solutions for financial services organizations that are tailored for small businesses. more... |
