PAi’s open architecture 401(k) platform enables your clients to customize a plan that fits their employees’ retirement savings needs. Your client and their financial advisor will select the investments that will be used in the plan. Open Architecture includes best-in-class support, access to over 30,000 investments, and transparent pricing.
Open Architecture is a low-cost service for a plan sponsor that is looking for the ultimate flexibility in investment selection and typically has a financial advisor on the plan.
Open Architecture Plan Options
PAi offers both Plan4Most and Plan4One Open Architecture options. A Plan4Most is designed for any business that has non-owner, full time employees.
A Solo(k) is ideal for:
- Owner-only businesses whose only employees are the owner or the owner and spouse.
- Partnerships whose only employees are partners or partners and spouse.
- C and S corporations where the corporation has only one shareholder and the only employees are the shareholder or shareholder and spouse.
Working with a licensed Financial Advisor or CPA?
We can work with them to help get your client's plan set up.