Growing your business and increasing client retention are the primary goals of any business.

In today’s world, time is money and your clients are looking for ways to streamline their benefit and payroll process. By offering a payroll integrated 401(k), you can be the single source of expertise for your clients while generating another revenue stream for your business.

By combining sales and marketing processes with payroll integration you get one of the most powerful after payroll service upgrades you can offer your clients.

Did you know…

 
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PAi, an industry-leading provider for retirement services, has successfully partnered with two of the nation's largest banks and multiple payroll providers. We currently serve over 14,000 employers, 210,000 employees and over 500 financial firms.*



Learn more about what it’s like to work with PAi:


 

Payroll Integration

Learn why offering a payroll integrated
retirement service is a game changer.

CoPilot

Life is full of surprises.  Don’t let your
clients' retirement be one of them.

 

[1] Work Refefined: A New Age of Benefits, page 27, Metlife 15th Annual U.S. Benefit Trends Study, 2017.

[2] 2016 401(k) Participant Survey, page 4, Charles Schwab, 2016.

[3] Access to Workplace Retirement Plans by Race and Ethnicity, page 1, AARP, 2017.

*Firms include broker dealers, registered investment advisors, and other intermediaries. As of 12/2017.

 

CoPilot is a bundled retirement service and is not an independent entity. Services for CoPilot are provided by PAi and PAi Trust Company, Inc. (PAi Trust) which are affiliated business entities under common control and ownership interest. Investment fiduciary services are provided by PAi Trust. PAi Trust's client Brochure (Client Brochure PDF) is also available by contacting PAi Trust at 877.357.7031. Any other business entities referenced are independent of and not under common control with any of PAi or PAi Trust.

This information is distributed for educational purposes and is not to be construed as an offer, solicitation, recommendation, or endorsement of any particular product, security or service nor should it be construed as financial, legal, tax or investment advice.

The Years of Retirement calculator is for illustrative purposes only. The estimates provided through this calculator are inherently uncertain and are not, in any way, a guarantee of future results.