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

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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 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.

Plan4One

  • Who should use it?

    Owner-only businesses including:

    • Sole proprietors
    • Partnerships
    • C and S corporations
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  • About PAi’s Plan4One

    For a client who owns a business, finding an appropriate and affordable retirement plan can be a real challenge. That’s precisely why we developed the Plan4One, an individual 401(k) plan. 

    This industry-leading 401(k) plan helps meet the unique savings needs of owner-only businesses.
    If you are working with an owner-only business client, PAi can help you start and administer a 401(k) plan.

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  • Simple Set-up

     Among the benefits of working with PAi:

    • PAi will assign a consultant to assist with account establishment and first funding, keeping start-up simple and straightforward.
    • Seamless online set-up process with simple step-by-step guidance.
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  • Low-cost Maintenance

    • PAi’s transparent pricing structure means you and your client will know what the plan administration fees are right from the start. 
    • Our progressive fee structure may help reduce your client’s plan administration costs. 
    • Additionally, we’ll reimburse Sub-TA fees back to the participant, putting them back into their 401(k) account.
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  • Online Tools

    With our quick-start guides and easy-to-use educational resources, you can educate your client on the benefits of saving more. When they purchase a plan they will have access to their own online account which contains additional retirement education, tools, and resources.

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Plan4One Costs

Set-up Costs

  • New plan - $50 (one-time)
  • Existing plan - $150 (one-time)

Employer Fees

  • Plan totals less than $250,000 – $25/month
  • Plan totals more than $250,000 – $30/month

Employee Fees

  • Recordkeeping – $4/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