Years of Retirement     |     Investments     |     IRA


 

CoPilot Workplace Savings IRA

With the CoPilot Workplace Savings IRA, your clients will see how many years of retirement their money will buy, not just how much they’ve saved with our proprietary Years of Retirement tool.
 

 
 

 

CoPilot IRA is more than just another IRA. It includes:

  • Easy online setup for employers and employees
  • No employer cost, employees pay low monthly fees
  • Payroll integration capabilities 
  • A team of experienced representatives to support your customers
  • Alerts that keep employees on track for meeting retirement goals
  • Professionally managed investment model allocations
  • Access to both Traditional and Roth IRAs through one login

Download the CoPilot 401(k) vs. CoPilot IRA (pdf) info sheet to learn more about the differences between these retirement plan options.

 

CoPilot IRA is a retirement service and is not an independent entity. Services for CoPilot IRA are provided by and through PAi Trust Company, Inc. PAi Trust Company does not provide any tax, legal 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. Individual Retirement Accounts are: Not FDIC insured | Not bank guaranteed | May lose value.