Our Retirement Services

Whether your company is starting its first 401(k) plan or looking to transfer a long-established plan with millions of dollars in assets, PAi offers flexible 401(k) plans and plan administration to meet your organization’s needs.

Offering an extraordinary 401(k) service can help you attract top talent, retain employees, and maximize tax benefits for your company.

Our fully-bundled retirement services are designed to help you and your employees own retirement readiness and reach retirement goals. There is no need to outsource administrative services or work with multiple contacts; PAi takes care of all:

  • Plan documents

  • 5500s

  • Plan year-end testing

  • Recordkeeping services

CoPilot saves you time by proactively monitoring participants’ progress towards retirement goals. With events-based messaging, you and your employees will receive professional education and see exactly how your day-to-day decisions affect the amount of retirement you’re buying.


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.