CoPilot was designed with professionally managed investment portfolios that protect the employer. There are over 30,000 investments to choose from, and your client can't be an expert on all of them. With CoPilot, they don't have to be. Included in the service is PAi Trust, the named Investment Fiduciary, who engages and monitors a professional investment manager, providing two levels of fiduciary protection. Learn more about the Fiduciary Roles and Responsibilities (pdf) of a retirement plan.
CoPilot monitors employee performance and alerts them to events that could potentially impact their years of retirement. PAi's team of advisors will walk your client and their employees through the options and answer any questions they may have.
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.