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
Sales: sales@pai.com 
Customer Service: planservice@pai.com

More Contact Info

System Message

PAi's account system is currently down for scheduled maintenance. We apologize for the inconvenience and will bring the account system back up soon.

 

Subscribe to Our Blog
Please enter your first name.
Please enter your last name.
Please enter a valid email.
Please choose an item from the drop-down list.

Subscribe to Our Blog

Please use this form to subscribe to our blog. Each week we post information about the 401(k) industry that can assist Financial Advisors in managing an employer sponsored retirement plan. You will be notified via email when new blog content is available.

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.
    Share via:

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 feecomparison@pai.com 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.