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Our Team

When you choose PAi, a real person will answer your call every time. From setup to account maintenance, PAi's experienced retirement representatives will be there to help you every step of the way.

Meet PAi's Sales Team

PAi has a team of talented sales professionals that are excited to talk with you about your company's retirement needs. They're simply a phone call away and will answer any questions you have to make sure that our service is the best fit for you and your company. 


Meet PAi's Advisor Services Team

PAi's experienced Advisor Services Team works directly with your financial advisor (if you have one on the plan) and assists with account maintenance, investment updates, and helps answer any questions that may arise.


Meet PAi's Financial Services Team

When you select CoPilot, you gain access to PAi Trust’s investment representatives. They are available to provide education, discuss retirement goals, and answer investment questions participants may have.


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.