Advisor Toolkit

Whether you are a 401(k) specialist or manage a 401(k) plan as part of your client’s overall portfolio, PAi has pulled together tools to assist with selling and servicing your plans.

Growing Your Business

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Utilizing a payroll integrated 401(k) comes with many benefits—for both you and your clients. From increasing your business and building a referral network to saving your clients valuable time, learn how a payroll integrated retirement savings solution can benefit all involved.


Get to know PAi on a deeper level—from how we got started to how we partner with advisors today, and everything in between.

PAi often hears advisors say that they don’t work with small business retirement plans, but companies of all sizes need retirement savings solutions too. Gain insight into the opportunities presented by small business retirement plans and how they can help you grow your business as an advisor.

It’s common to hear objections from business owners when approached about the idea of offering a retirement plan, so it’s important to learn how to overcome some of the common concerns employers may have about sponsoring a 401(k) plan.

401(k) Plan Options

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Looking for a turnkey retirement service that you remain the face of the plan while freeing yourself of the plan administration and investment advice?  Learn about PAi’s CoPilot platform, its pricing, benefits, and compensation options for you—the advisor.


Looking for ultimate flexibility in plan design and investment selections? Learn about PAi’s Open Architecture platform, its pricing, benefits, and compensation options for you—the advisor.

Owner-only businesses and partnerships often struggle to find a retirement savings plan that fits their needs, but saving for the future doesn’t have to be complicated. Walk through the features, benefits, and pricing of the Plan4One retirement savings solution with your clients.

Fiduciary Responsibility

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As the standards for retirement plan fiduciaries continue to change, advisors are unsure about their own fiduciary requirements. Use this tool to learn about the different roles and responsibilities that make up a 3(38) service, to compare the services you receive with PAi’s CoPilot and Open Architecture platforms, and to make an informed decision on which platform best suits your needs and home office requirements.

Additional Tools

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Showcase the savings potential of the Plan4One retirement savings solution to business owners by using this tool to prepare a contribution analysis for a Solo(k) plan. Simply enter age, income, and business type to receive a thorough side-by-side analysis of the maximum contribution limits allowed by various retirement savings options.

Advisors are often tasked with choosing investment lineups and fund options. This tool allows you to compare potential investment lineups and review fund metrics to update or change funds in a selected plan. Once you’ve selected the funds you want to discuss with your client, you’ll have all the information you need to complete the investment selection page on your PAi proposal.

Use this quick-start tool to select plan investments and run reports such as:

  • Fund fact sheets

  • Estimated fund expenses

  • Fund matrix

  • Scorecard

  • Historical scorecard

  • Investment policy statement (generic)

  • Fund Comparison

¿Buscas materiales en español? Ahora ofrecemos varios formularios y guías traducidos, disponibles al iniciar sesión.

Looking for Spanish-speaking materials? We now offer several translated forms and guides, available by logging in.