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Investments with a Financial Advisor


Investments without a Financial Advisor


CoPilot Investment Fee-based Lineup

CoPilot includes a 3(38) investment management service so you are not flying alone. The two-tiered fiduciary services provided through CoPilot means that businesses like yours are able to obtain the same level of protection that large plans can afford to hire at a fraction of the price.

With CoPilot, employees will be defaulted into a model portfolio based on their age, however, any fund in the lineup can be chosen by the employee.

      Fee-based Lineup      

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.