CoPilot     |     Years of Retirement | Alerts


 

The CoPilot Retirement Service

We’ve all seen the statistics and read the headlines: America has a retirement crisis looming in the future. A key contributing factor to that crisis is how workers are (or aren’t) saving for retirement—with the burden of saving now shifting from employer pensions to self-directed retirement plans, like a 401(k). And the reality is that many workers lack the financial literacy it takes to make sound decisions about their retirement savings.

When workers were asked to rank the importance of the following features as they relate to helping savers achieve their lifetime financial goals:*

  • 88 percent said ease-of-use is important

  • 1 percent say it’s important to receive alerts when there are critical developments in their account

  • 82 percent say personalized recommendations tailored to their specific financial situation are important

  • And 78 percent it’s important that their plan motivates them to stay on track

Enter CoPilot

CoPilot is a fully-bundled retirement service designed with the participant in mind. The main goal is maximum retirement readiness among its participants, with an emphasis on ease-of-use, alerts regarding activities that may impact the health of the participant’s account, personalized education for their individual financial situation, and motivation to keep them on track.


Learn more about the features of copilot

 

*Retirement Savings and Spending 4: Behaviors and Attitudes Toward Financial Advice, T.W. Price, 2018.

 

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.