CoPilot IRA | Investments | Costs | Start Online Setup


 

Start Online Setup

The CoPilot IRA is a complete online setup, with just 3 easy steps:

  1. Click on the Begin CoPilot IRA Setup button.

  2. You will need your company information, including your Federal Employer Identification Number (FEIN) and your banking information for the contribution process.

  3. When prompted, login with your Zenefits credentials and authorize the sync of your employee’s information to the CoPilot IRA.

That’s it! We will notify your employees to being their enrollment process.

 

CoPilot IRA is a retirement service and is not an independent entity. Services for CoPilot IRA are provided by and through PAi Trust Company, Inc. PAi Trust Company does not provide any tax, legal 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.