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
Sales: sales@pai.com 
Customer Service: planservice@pai.com

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PAi's account system is currently down for scheduled maintenance. We apologize for the inconvenience and will bring the account system back up soon.

 

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Please use this form to subscribe to our blog. Each week we post information about the 401(k) industry that can assist Financial Advisors in managing an employer sponsored retirement plan. You will be notified via email when new blog content is available.

Google Hangout Recap: Why Participant Advice Matters in the Small Market

A new trend has entered the industry to help participants with their savings woes called participant-level advice. A study by Aon Hewitt shows that participants who received investment advice average 3.32% higher returns than those that do not get advice. On Thursday, November 13, PAi hosted a free Google Hangout that went into details on the trends related to participant advice, and how advisors can put participants in a position to own retirement readiness.
 
Visit our YouTube channel and watch the recording of the Hangout to learn how to:

  • Help participants set goals and stay on track.
  • Guide participants through the process of selecting investments.
  • Empower them to contact their investment manager and ask questions.

Also, to learn more about how participant advice matters in the small market please download our whitepaper. We look forward to seeing you at our next Google Hangout. 

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