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
Customer Service:

More Contact Info

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Please complete this form to receive the latest CoPilot blog updates via e-mail. Each week we post news and information about the 401(k) industry to assist plan sponsors, participants and Financial Advisors in managing retirement plans.

Fee Disclosure Comparison

  • Who should use it? 

    • Financial advisors with potential or current clients who may be paying too much in fees on their current plan. 
    • Financial advisors looking to add value to their plan proposals.
    • Best practice: Use this tool to start a discussion with your prospect around plan fees.
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Knowledge is Power

Fee disclosure is now at the forefront of the 401(k) industry, which makes employer and employee fee disclosure notices valuable sales tools. A fee disclosure comparison illustrates the potential savings that a PAi plan may provide.

Put disclosure notices to work for you and your potential clients by requesting a PAi fee disclosure comparison to accompany your next plan proposal. PAi provides this service to you cost-free to assist you in the sales process.

Get Started

  • Email us at to initiate the fee comparison process. We will follow up to discuss your client’s specific situation.
  • If you have access to your prospect’s current fee disclosure forms we can compare them to PAi plans.  If not, we’ll run a comparison of PAi to industry averages.
  • Following our analysis, you will receive a client-facing fee disclosure comparison that can be added to your plan proposal.