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:

More Contact Info

System Message

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


Subscribe to Our Blog
Please enter your first name.
Please enter your last name.
Please enter a valid email.
Please choose an item from the drop-down list.

Subscribe to Our Blog

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.

Helping Savers Get the Most of Their 401(k)

Did you see the recent survey from Charles Schwab that said American workers accept responsibility for financing their own retirement and are relying primarily on their 401(k) to get them there?

It is good to see people taking charge of their savings, but there was another part of the survey that raises some concerns – and some opportunities. The survey revealed that more than half of the participants find explanations of their 401(k) investments more confusing than explanations of their health care benefits! Fifty-seven percent wish there was an easier way to figure out how to choose the right investments. That’s troubling of course – but here’s where the opportunity comes in. The same survey shows that people want professional help. In fact, 61 percent want personalized investment guidance on everything from asset allocation to risk tolerance and retirement planning.

And most importantly, the survey found that investment confidence nearly doubles when workers have the help of a financial professional! There’s the opportunity.

How do you work with clients to help bring clarity to retirement savings?

To read more about the survey from Charles Schwab, click here