Compare a Plan or Transfer a Plan

PAi is excited to get your client's retirement service moving. Please fill in your information below and we'll be in touch within 24 business hours. Need something sooner? Please give us a call at 800.236.7400, option 1, to speak with a retirement specialist today.

Name *
Name
Phone *
Phone
Does your plan have any special provisions such as Safe Harbor, Age Weighting or New Comparability? *

If your client has an existing plan and is interested in converting it to a PAi plan, in order to ensure a smooth plan up, they should be prepared to deliver their current:

  • Plan document and any amendments

  • Adoption agreement

  • Summary plan description

Providing this information to PAi up front helps speed up the conversion process and allows us to identify any unique features or specific plans we may not be able to accommodate. If they do not know how to obtain these documents, we recommend:

  • Checking their current vendor’s website

  • Reaching out to their dedicated rep to request electronic copies

  • Forwarding all correspondence and docs to PAi