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 individuals
No employer cost, individual IRA account owners pay low monthly fees
Payroll integration capabilities
A team of experienced representatives to support your customers
Alerts that keep individual IRA account owners 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.