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

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.

 

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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.

CoPilot 401(k)

  • Save Time & Increase Productivity

    Power up your retirement plan business with CoPilot 401(k), a game changing turn-key plan built to partner with you. 

    Using our proprietary, event-based recordkeeping system we monitor the radar and keep your participants on course. 

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  • Save time with Managed Accounts.

    As your 401(k) co-pilot our job is to save you time so you can focus on growing your business.

    Our Managed Accounts Plan:

    • Reduces fiduciary risk
    • Includes participant-level advice
    • Contains risk-based model portfolios
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  • We'll alert you when opportunities arise.

    Our proactive event-based alerts are designed to keep you informed about your plan so you can stay focused on growing your business.

    CoPilot proactive alerts can create:

    • New value-added opportunities
    • Stronger client relationships
    • Information at your fingertips
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  • We'll keep them on course.

    Set yourself apart from the competition with Years of Retirement, a revolutionary way of gauging retirement readiness.

    Years of Retirement helps:

    • Simplify conversations by making saving easy and attainable
    • Measure retirement readiness
    • Actively engage participants in their savings journey
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For additional information on the CoPilot 401(k) access the plan sales sheet.

CoPilot 401(k)

Set-up Costs

  • New plan - $390
  • Existing plan - $1,390

Employer Fees

  • $100/month

Employee Fees

  • Recordkeeping fees - $4/participant per month
  • Custodial and trading fee – 0.07%/year
  • Investment Fiduciary Fee -- 0.25%/year

Plan Limits

2016

  • 401(k) Elective Deferrals – $18,000
  • Annual Defined Contribution Limit – $53,000
  • Annual Compensation Limit – $265,000
  • Catch-up Contribution Limit – $6,000