How may we help you?

Please fill in your information below and we'll be in touch within 24 hours. Need something sooner? Please contact us at planservice@pai.com or 800.236.7400 to speak with a member of our Customer Care Team.

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If you have an existing plan and are interesting in converting it to a PAi plan, in order to ensure a smooth plan setup, be prepared to deliver their 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:

  • Check their current vendor's website

  • Reach out to their dedicated rep to request electronic copies

  • Forward all correspondence and docs to PAi.