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PAi Launches the Co-Pilot 401(k): Full Service from Departure to Destination

New 401(k) solution keeps financial advisors and plan participants on course for success.

Plan Administrators, Inc.

News provided by

Plan Administrators Inc.

Jan 14, 2015, 08:37 ET

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GREEN BAY, Wis., Jan. 14, 2015 /PRNewswire/ -- Plan Administrators Inc. (PAi), a leading provider of 401(k) plan administration, today announced the takeoff of the Co-Pilot 401(k), a full-scope plan created to help participants chart a smooth course toward retirement. PAi specifically designed the full-service solution to address turbulence often faced by financial advisors in the retirement plan industry.

PAi is keenly aware of the balancing act required by financial advisors to successfully grow their retirement practice while managing their clients' 401(k) plans. The Co-Pilot 401(k) reduces administrative and management burdens for financial advisors, giving them more time to focus on new business growth. By integrating active recordkeeping with proactive alerts and managed accounts, PAi was able to create a micro and small business solution that gives advisors back their time and guides participants to their desired retirement destination.

"Co-Pilot was designed with financial advisors in mind," said Michael Kiley, founder of PAi. "Our focus is simplifying plan sales while reducing fiduciary exposure. Co-Pilot's full-scope solution is the only 401(k) plan that combines managed accounts, participant level advice, proactive alerts and Years of Retirement – a game-changing participant engagement experience. Our ability to monitor our advisors' 401(k) plans and present them with value-added opportunities to grow their business is unique to our industry." 

The Co-Pilot 401(k) earns its wings by providing new value in three integrated areas:

Managed Accounts: The Co-Pilot 401(k) includes account management with full-service investment selection and monitoring. It also provides personalized investment recommendations for participants. These services significantly reduce administrative burden – and fiduciary risk – helping advisors focus on new business development.

Plan Alerts: PAi's proprietary active recordkeeping system offers proactive plan alerts to let advisors know about changing conditions – ensuring valuable opportunities are always on their radar. Advisors will receive alerts when plan changes occur, when important events are upcoming and at crucial moments in participants' saving cycles.

Years of Retirement Participant Experience: The Co-Pilot 401(k) also brings a game-changing approach for participant engagement - Years of Retirement. The Years of Retirement experience gauges how many years of retirement participants will have based on their current savings. This easy-to-use resource gives participants an aerial view of where they are in terms of their savings goals and shows them how to "buy" more years of retirement without lengthy calculations. Years of Retirement empowers plan sponsors and participants to take control of their financial planning and ensure clear skies in their retirement future.

For more information about PAi's Co-Pilot 401(k), contact sales at 800.236.7400 or visit www.pai.com.

About PAi

For over 31 years, Plan Administrators Inc. has brought retirement solutions to businesses nationwide. PAi administers 401(k) plans for more than 200,000 participants and 7,000 financial advisors, managing nearly $4 billion in retirement assets. The firm focuses on offering low-cost 401(k) recordkeeping and administration with transparent fees and easy-to-use technology, dedicated to a vision of a world where workers own their retirement readiness. For more information about PAi, visit www.pai.com.

Logo - http://photos.prnewswire.com/prnh/20150113/168994LOGO

SOURCE Plan Administrators Inc.

Related Links

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