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. PAi's fully-bundled retirement services, including recordkeeping and administration, are designed to help you and your employees own retirement readiness and reach retirement goals.

 

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, PAi Trust Company, Inc. and Employer Retirement Investment Advisors, LLC, (eRIA) all of which are affiliated business entities under common control and ownership interest. Investment advisory services are provided by eRIA, an SEC registered investment adviser. eRIA’s Form ADV Part 2A (Client Brochure PDF) is also available by contacting eRIA at 877.357.7031. Any other business entities referenced are independent of and not under common control with any of PAi, PAi Trust or eRIA.

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.