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.

 

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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.

Open Architecture 401(k)

  • Who should use it?

    Designed for small businesses with up to 250 employees, our open architecture platform allows you to build your own investment lineups from a wide-universe of funds. 

    Whether your client is just starting to offer a 401(k) plan or you are working with an existing plan with several million dollars in assets, Open Architecture can flex to meet your clients’ needs.

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  • Straightforward Set-up

    • PAi will assign a consultant to assist with account establishment and first funding, keeping start-up simple and straightforward.
    • You and your client receive an easy-to-use step-by-step guide to set up the account quickly and easily.
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  • Low-cost Maintenance

    • PAi’s transparent pricing structure makes it easy for you, your plan sponsor and plan participants to understand administration fees right from the start.
    • Our progressive fee structure may help reduce your client’s overall plan administration costs. 
    • We’ll reimburse Sub-TA fees back to plan participants, putting more money back into their retirement accounts.
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  • Online Tools

    With our quick-start guides and easy-to-use educational resources, you can educate your clients and plan participants on the benefits of saving more. When they purchase a plan they will have access to an easy-to-use online account that helps them monitor their 401(k) savings progress and access:

    • Retirement education
    • Tools and calculators
    • Ideas to help them save even more
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Open Architecture 

Set-up Costs

  • New plan - $390
  • Existing plan - $1,390

Employer Fees

  • $150/month

Employee Fees

  • Recordkeeping fees - $5/participant per month
  • Custodial and trading fee – 0.07%/year

Plan Limits

2017

  • 401(k) Elective Deferrals – $18,000
  • Annual Defined Contribution Limit – $54,000 
  • Annual Compensation Limit – $270,000 
  • Catch-up Contribution Limit – $6,000