Our Retirement Services

Whether your client 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) options and plan administration to meet your needs. You’ll find our fully-bundled retirement services, which include recordkeeping and administration, fit companies of all sizes—from those with a single employee to those with hundreds of plan participants.  For a quick overview of our services, review the PAi Fact Sheet for Advisors (pdf).


We are proud to offer

Our fully-bundled retirement services are designed to help your clients own their retirement readiness and reach their retirement goals. There is no need to outsource administrative services or work with multiple contacts; PAi takes care of all:

  • Plan documents

  • 5500s

  • Plan year-end testing

  • Recordkeeping services



401(k) retirement plan administration can be challenging. CoPilot was developed with an understanding of how difficult it is to track each and every plan participant's retirement readiness, especially with increased compliance regulations regarding educating, but not advising, those participants.


Open Architecture

Advisors looking for ultimate flexibility in investment selection will want to look into PAi’s low-cost Open Architecture retirement solution, which provides a service that works with both commission- and fee-based advisors.


Payroll Integration

In today’s world, time is money and your clients are looking for ways to streamline their benefit and payroll processes. By offering a payroll integrated 401(k), you can become the single source of expertise for your clients while generating another revenue stream and referral source for your business.


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.