CoPilot 401(k)     |     Investments     |     Costs


Why CoPilot 401(k)?

Whether your company is starting its first 401(k) plan or looking to transfer a long-established plan with millions of dollars in assets, PAi offers flexible 401(k) plans and plan administration to meet your organization’s needs.

Offering an extraordinary 401(k) service can help you attract top talent, retain employees, and maximize tax benefits for your company. Not to mention, 401(k) plans also offer the most customizable options for small businesses including plan loan options and large contribution limits for plan participants.

Our fully-bundled retirement services are designed to help you and your employees own retirement readiness and reach your retirement goals. There’s no need to outsource administrative services or work with multiple contacts, either; PAi takes care of all:

  • Plan documents

  • 5500s

  • Plan year-end testing

  • Recordkeeping services

To learn more, download the CoPilot Employer Info Sheet (pdf).


Find out how a 401(k) can benefit your business.