Company Overview

PAi provides the financial services industry with retirement plan administration solutions tailored for small business. Servicing over 10,000 employers with $3.8 billion in assets under administration and supporting over 490,000 employees, PAi provides its services to over 6,000 financial advisors and financial institutions nationwide.

PAi has been successfully servicing the small business industry for over 20 years by making strategic and effective investments in people, technology and processes. PAi takes care of all aspects of client servicing and administration so that you can focus on building profitable relationships. PAi goes beyond web servicing to being just a phone call away with accessible contact center experts and an intuitive Voice Response Unit (VRU) system.