Compare My Plan

Please feel free to contact us at or 800-236-7400, option 1. Or, just answer a few questions below and we will be in touch in less than 24 business hours.

Name *
Phone *
Is there currently a financial advisor associated with your plan? *
Does your plan have any special provisions such as Safe Harbor, Age Weighting or New Comparability? *

If you have an existing plan and are interested in converting it to a PAi plan, in order to ensure a smooth plan setup, you should be prepared to deliver your current:

  • Plan document and any amendments

  • Adoption agreement

  • Summary plan description

Providing this information to PAi up front helps speed up the conversion process and allows us to identify any unique features or specific plans we may not be able to accommodate. If you do not know how to obtain these documents, we recommend:

  • Checking with your current vendor's website

  • Reaching out to your dedicated rep to request electronic copies

  • Forwarding all correspondence and docs to PAi