Our Services

Whether your client is starting their first 401(k) plan or are looking to transfer a long-established plan, PAi offers flexible retirement plans and administration to meet your business and client needs. With or without a financial advisor, our fully-bundled retirement service options accommodate companies of all sizes—from those with a single employee to those with hundreds of employees. No minimum employee counts or minimum account balances required.

Our retirement services are designed to help your clients own their retirement readiness and reach their retirement goals. There is no need to outsource administrative services or work with multiple contacts; PAi takes care of all:

  • Plan documents

  • 5500s

  • Plan year-end testing

  • Recordkeeping services

Offering an extraordinary 401(k) service can help your clients attract top talent, retain employees, and maximize tax benefits.


Retirement plan administration can be
challenging. CoPilot was developed with
business owners and payroll providers in mind.

Open Architecture

PAi’s low-cost service for those
looking for ultimate flexibility in
investment selection.


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.