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

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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.

Financial Advisor Tools

Whether you are a 401(k) specialist or manage 401(k) plans as part of your client’s overall portfolio, we’ve pulled together tools that make selling and servicing a plan easy.

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The CoPilot 401(k) Sales Sheet provides both the plan sponsor and the participant with an illustration of the features, benefits and pricing of this retirement solution.
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The Department of Labor released its new fiduciary rule. This white paper will breakdown the new rule, describe what constitutes as investment advice and explain how it all impacts you.
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Get an inside look at our CoPilot Fiduciary Solution.
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PAi’s Open Architecture Plan Sales Sheet provides a concise overview that you can share with your potential clients.
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The Plan4One 401(k) Sales Sheet provides a plan sponsor with an illustration of the features, benefits and pricing of having a Plan4One retirement solution.
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The PAi fact sheet, is a quick, easy-to-read sheet that helps tell the story of PAi and the retirement services available.
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For thirty years, we have brought retirement solutions to small businesses nationwide. This digital brochure can help you tell plan sponsors the PAi story and why you selected us as their retirement plan administrator.
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Stay on track with these important dates you need to know.
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Use this guide to gain insight into the opportunity in the small business retirement plan marketplace.
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It’s common to hear objections to the idea of offering a small business retirement plan. This guide can help you overcome the common concerns small business owners have with sponsoring a 401(k) plan.
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If a safe harbor 401(k) plan is right for your small business client, use this straightforward guide to explain what a safe harbor plan is and the benefits of having one.
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Creating an Education Policy Statement (EPS) for plan sponsors and their employees is a way to demonstrate your commitment to financial literacy, as well as enhance the entire plan participant experience.
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As the financial advisor of a 401(k) plan, you are constantly performing a multitude of services including: plan needs assessments, investment strategies, participant counseling, fiduciary consultations, cost-benefit analysis’ and plan performance evaluations. Do you have this all outlined in a Value Proposition Statement?
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Finding potential prospects can be hard work, not to mention time-consuming. Utilize these ready-to-go email templates to speed-up your prospecting efforts.
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Use this infographic to show how a 401(k) helps your clients save for retirement.
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What is a recordkeeper? Who is my third-party administrator? We know you are getting those questions from plan sponsors so we have created a tool to help you answer them.
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When it comes to retirement plans, small business owners have numerous options – 401(k), SIMPLE IRA, SEP IRA, etc. Use this guide to help small business owners select the right option for their business.
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Make sure you have the right information to provide an accurate proposal with this quick interview worksheet designed for potential clients.
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Our fiduciary recordkeeping playbook gives you the tools to help plan sponsors understand their fiduciary responsibilities and how you can support them.
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This tool can help outline the benefits that this type of service can bring for all parties involved in managing the 401(k) plan.
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Use this checklist to ensure plan sponsors are getting everything they need out of their existing investment management service or to help them select a new service.
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This whitepaper puts the focus on you, the financial advisor, and all the different services you provide your client. Use the knowledge in this whitepaper to sell your own value propositions alongside a 3(38) investment management service.
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Show small business owners the savings potential of the Plan4One.
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Make 401(k) enrollment meetings easy with this ready-to-use presentation.
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Show the impact of saving and investing with this easy-to-use calculator.
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Do your clients understand how much money they will need in retirement? Work with them to complete this living expenses worksheet to get them on the right savings track.
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Use this quick-start tool to select plan investments.
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Let PAi customize a 401(k) plan proposal for you.

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