Street Address:
1300 Enterprise Drive
De Pere, Wisconsin 54115-2795
Mail Address: 
P.O. Box 60
De Pere, Wisconsin 54115-2795

Phone: 800.236.7400
Fax: 920.337.9978
Sales: sales@pai.com 
Customer Service: planservice@pai.com

More Contact Info

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PAi's account system is currently down for scheduled maintenance. We apologize for the inconvenience and will bring the account system back up soon.

 

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Please complete this form to receive the latest CoPilot blog updates via e-mail. Each week we post news and information about the 401(k) industry to assist plan sponsors, participants and Financial Advisors in managing retirement plans.

CoPilot 401(k)

State of the Union and the Future of Retirement

According to a recent Fact Sheet released by the White House, President Obama is calling for tax reforms that would include provisions for retirement. At his 2015 State of the Union Address, he referenced his plan to expand access to retirement savings options for middle-class workers. Whether you support the President’s plan or agree with his opponents, one thing is certain - our country is facing a retirement crisis.

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Are Participants Flunking Retirement Readiness?

Mark Miller of Financial Advisor wrote a piece last week on how “People are Flunking Retirement Readiness, And What To Do About It.” He uses an airplane analogy illustrating that 30 years ago a professional financial pilot would manage your defined pension plan, but today most 401(k) plans are being controlled by the passengers or plan participants.