Street Address:
1300 Enterprise Drive
De Pere, Wisconsin 54115-2795
Mail Address: 
P.O. Box 60
De Pere, Wisconsin 54115-2795

Phone: 800.236.7400
Fax: 920.337.9978
Sales: sales@pai.com 
Customer Service: planservice@pai.com

More Contact Info

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PAi's account system is currently down for scheduled maintenance. We apologize for the inconvenience and will bring the account system back up soon.

 

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Please complete this form to receive the latest CoPilot blog updates via e-mail. Each week we post news and information about the 401(k) industry to assist plan sponsors, participants and Financial Advisors in managing retirement plans.

  • Stress free 401(k). It’s what we do.

    CoPilot is a retirement service that translates your retirement into the only thing that matters...time.

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401(k) Plans for Employers and Employees

What is an Employer’s fiduciary responsibility?

Often times, employers/plan sponsors don’t know that they have fiduciary responsibility to the retirement plan they offer. A retirement plan is a complex benefit that is regulated by consider Employee Retirement Income Security Act (ERISA). By downloading this white paper, PAi clearly and simply defines what a fiduciary is and how it affects you and your plan.

Download the Fiduciary Playbook

 

 

 

 

Our goal: Make you and your team retirement-ready.

As a group, American workers are $6.6 Trillion short of what we need to retire comfortably. At PAi, we want to change that.

Use the retirement calculator to project how much you’ll need to save for the retirement you want.

Calculate My Retirement Needs

 

 

 

Your Plan Is Welcome Here

Whether your company is starting its first 401(k) plan or looking to transfer a long-established plan with millions of dollars in assets, PAi offers flexible 401(k) plans and plan administration to meet your organization’s needs. You and your financial advisor will find our plan administration fits companies of all sizes – from those with a single employee to those with hundreds of plan participants.

 

 

 

Whatever your plan size, PAi’s 401(k) plan administration leads the industry, offering:

  • Low-cost, transparent fees
  • Flexible investment options (open architecture)
  • Award-winning customer care

Learn more about what it’s like to work with PAi.

Why PAi?

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