Investments are just the beginning. The CoPilot retirement service monitors participant performance and alerts them to events that could potentially impact their years of retirement.
Why Education Matters:
Eight in ten adults agree they could benefit from answers to everyday financial questions from a professional*, and CoPilot provides participants the opportunity to speak with an PAi Trust representative to discuss retirement strategies and receive personalized education regarding their 401(k) account. It’s about helping participants reach their desired retirement outcomes.
401(k) plans are not one size fits all, which is why PAi takes the time to reach out and alert participants when they see an opportunity or to improve savings behaviors or decisions that could derail their retirement goals. When a participant has a question on their retirement progress, a real person will answer their call who can provide answers to questions they may have. The CoPilot retirement service doesn’t stop after you buy a plan, that’s when the service really starts!
Depending on the compensation determined between you and your client, one of the above lineups would be selected within the CoPilot retirement service.
*The 2017 Consumer Financial Literacy Survey, NFCC, 2017.
CoPilot is a bundled retirement service and is not an independent entity. Services for CoPilot are provided by PAi and PAi Trust Company, Inc. (PAi Trust) which are affiliated business entities under common control and ownership interest. Investment fiduciary services are provided by PAi Trust. PAi Trust's client Brochure (Client Brochure PDF) is also available by contacting PAi Trust at 877.357.7031. Any other business entities referenced are independent of and not under common control with any of PAi or PAi Trust.
This information is distributed for educational purposes and is not to be construed as an offer, solicitation, recommendation, or endorsement of any particular product, security or service nor should it be construed as financial, legal, tax or investment advice.
The Years of Retirement calculator is for illustrative purposes only. The estimates provided through this calculator are inherently uncertain and are not, in any way, a guarantee of future results.