About Us | Our Team
When you choose PAi, a real person will answer your call. From setup to account maintenance, our experienced retirement representatives will be there to help you every step of the way.
Meet Our Payroll Partner Team
Our payroll partner team is dedicated to helping you find the best strategy to fit your business needs. We work with you to develop a customized go-to-market plan that includes turnkey marketing solutions, as well as a full-service sales strategy to hit the ground running! Our mission is to support our partnership and ensure it’s successful.
Partner Account Manager
Partner Marketing Manager
Meet Our Sales Team
PAi's team of talented sales professionals are ready to assist you, your clients, and your referral networks with everyone's retirement needs. Our team values your clients' time and will make sure to guide them through the process, help them feel comfortable, and answer any questions along the way.
Meet Our Advisor Services Team
Our experienced Advisor Services Team works directly with your client’s financial advisor or CPA (if they have one on the plan) and assists with account maintenance, investment updates, and helps answer any questions that may arise.
Meet Our Financial Services Team
When you select CoPilot, your clients gain access to PAi Trust’s investment representatives. They are available to provide education, discuss retirement goals, and answer investment questions employees 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.