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
Customer Service:

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.

New Users

First time accessing your account or retirement plan?

I am an employee in a plan but have never accessed my account online.
It’s easy to set up your own personal login so you have access to your 401(k) plan! Simply contact the owner of your company or someone in your Human Resource department familiar with your retirement plan. He or she can obtain the Employee Site Access Instructions for you. If you’d like to show them where the instructions are found, please refer them to our Employer site. Have them look for the instructions under” 401(k),” then under “Documents.”  It’s labeled Employee Deferral Election Form.

Click here for New User Registration


I am an employer or the owner of a NEW 401(k) plan with PAi and this is the first time I've accessed the plan.
If your plan is new to PAi, reference the initial Welcome Email that was provided to you.  If don’t have access to that information, please contact us.


Having trouble accessing an existing account or retirement plan?

I have been recently assigned to manage my company's existing 401(k) plan with PAi.
If you are a new Employer login user, please ask the existing Employer login user to establish a User Name and Password for you.

I am a financial advisor associated with an existing 401(k) plan with PAi.
PAi provides an email with your login instructions for your first plan, and all additional plans are generally accessible under that same login. If you don’t have access to that information, please contact us.

I can’t remember my login information or password?
If you have logged in before, you likely set up an “Account Question and Answer” for times like this. Click “I have forgotten my password” beneath the “Login” button. This process requires you enter your User Name so we can provide a temporary password. Once successfully logged in, you will be required to change the password for future use.

I’m locked out.
No problem. Simply give us a call and we’ll help you get logged in. To protect your account from unauthorized use, PAi only allows so many attempts before we must lock your account.