About Us     |     Our Team


 

Our Team

When you choose PAi, a real person will answer your call every time. From setup to account maintenance, PAi's experienced retirement representatives will be there to help you every step of the way.

Meet PAi's Sales Team

PAi has a team of talented sales professionals that are excited to talk with you about your company's retirement needs. They're simply a phone call away and will answer any questions you have to make sure that our service is the best fit for you and your company. 

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Meet eRIA's Financial Services Team

When you select CoPilot, you gain access to eRIA’s licensed investment representatives. They are available to provide education, discuss retirement goals, and answer investment questions participants may have.

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CoPilot is a bundled retirement service and is not an independent entity. Services for CoPilot are provided by PAi, PAi Trust Company, Inc. and Employer Retirement Investment Advisors, LLC, (eRIA) all of which are affiliated business entities under common control and ownership interest. Investment advisory services are provided by eRIA, an SEC registered investment adviser. eRIA’s Form ADV Part 2A (Client Brochure PDF) is also available by contacting eRIA at 877.357.7031. Any other business entities referenced are independent of and not under common control with any of PAi, PAi Trust or eRIA.

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.