PAi’s open architecture 401(k) platform enables you to customize a plan that fits your employees’ retirement savings needs. You and your financial advisor will select the investments that will be used in the plan. Open Architecture includes best-in-class support, access to over 30,000 investments, and transparent pricing.
Open Architecture is a low-cost service for an employer that is looking for the ultimate flexibility in investment selection and typically has a financial advisor on the plan.
In addition to the administration and recordkeeping of the plan, PAi provides:
Plan4Most 401(k) plans are designed for any business that has non-owner, full time employees.
*Fees are shown in annual terms but are deducted monthly.
August 2018. Pricing subject to change.
Already have a plan?
Upgrading to CoPilot is quick and easy. Contact one of PAi's retirement specialists for a free cost comparison to your current retirement plan.
Starting a new plan?
Did you know you may be eligible for a tax credit for three years after setting up a new plan? Ask your tax professional about the potential benefits of starting a 401(k).
Working with a Licensed Financial Advisor or CPA?
We can work with him/her to help get your plan setup.