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.

PAi History

Caring for your retirement plan since 1983.

Retirement plans have not always been easily accessible for small businesses. In the 1970s retirement plans were not consistently regulated to protect retirement funds for employees. Even after much needed regulations were implemented in the early 1980s, small businesses still didn’t have access to affordable plan products and retirement administration systems. We stepped in to help change that. 
PAi was established in 1983 to help hard-working small business owners and employees save for a financially secure retirement. We built a strong corporate culture to best serve our clients and prepare them for a secure retirement. Today we are proud to support:

  • 13,000 Employers
  • 200,000 Employees
  • 7,000 financial advisors and institutional clients

With over $4 billion in assets under administration, PAi is proud to administer plans with up to 250 participants and over $1 million in assets.

After 30 years of business, we remain committed to serving financial advisors, small business owners and their employees across the country.