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
Customer Service:

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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.

January 2014

Coca-Cola Big Game Ad and Reaching Your Savings Goals

With the Big Game just a few days away we have started to see some sneak peeks of the often very entertaining ads. 

While you may have a few favorites by the end of the game on Sunday, there is one that has already won us over. Coca-Cola’s new ad shows a football player named Adrian reaching, and exceeding (as you will see in the commercial), his goal of scoring a touchdown. 

The ad was filmed in the Green Bay community with Green Bay-area residents, including PAi’s very own Paul as the coach!


4 Conversation Starters to Keep Your Small Talk Relevant

Ever gone into a meeting with a potential client only to find that your conversation doesn’t get much farther than making small talk about the weather? While small talk can sometimes be difficult with new clients, it can be a great way to break the ice and learn more about them. Understanding their interests not only will help you gauge potential savings needs for the future, but can also open up a lot of doors to additional opportunities as well.


Savings Goals for the New Year

2014 has arrived! It seems like just yesterday that we were planning for the holidays. Now, we are at the start of a new year.  Many take this time to set goals that they would like to achieve throughout the next year. According to recent research, nearly 45% of Americans usually make a New Year’s Resolution.*

As you evaluate your goals for the next year make sure to include your savings goals. If you haven’t started saving yet, set a goal to calculate your savings needs. Knowing your savings goals will help you understand what you need to save in order to reach them.