Since 1983, PAi has helped financial advisors, both generalists and specialists, grow their retirement plan revenue and client base through fully bundled retirement services including record keeping and administration. As a retirement service provider, we base our success on you and your customer rather than on a proprietary investment product.
PAi, an industry-leading provider for retirement services, currently serves over 15,900 employers, 192,000 participants, and over 550 firms.* We work with thousands of Financial Advisors and CPAs to offer retirement plans across the country. We’ve also successfully partnered with two of the nation’s largest banks and multiple payroll providers—allowing you to find the best fit for your client’s needs.
Our vision of helping people prepare for retirement remains at the forefront of all we do:
A world where workers
own their retirement readiness.
CoPilot is a turnkey retirement savings service that allows you to remain as the face of the plan and get paid—all while the plan administration and investment education that typically make 401(k) plans so demanding is taken care of for you.
PAi’s open architecture 401(k) plan enables you to work with plan sponsors to customize a plan to fit your clients’ and their employees’ retirement savings needs. It includes best-in-class support, comprehensive selection of investment options, and transparent and low-cost pricing.
Learn more about what it’s like to work with PAi:
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*Firms include broker dealers, registered investment advisors, and other intermediaries. As of 12/31/2018.