PAi – The CoPilot Experience
CoPilot was developed to track every plan participant’s retirement readiness, so you don’t have to. Your clients will see how many years their retirement savings may buy, not just an account balance. And when events happen that could impact their years of retirement, Copilot provides alerts to help keep them on track.
CoPilot includes online setup and enrollment and provides a dedicated Installation/Conversion Rep to walk your clients through plan setup. This service integrates with most payroll providers and client data is shared between systems, saving your client time and increasing data accuracy. When a participant has a question, a real person will answer their call, allowing you more time to focus on growing your business.
Use these short demos to share the unique CoPilot experience and preview the simple setup process with your clients and their employees. Show your clients the only way to (k) with CoPilot.