Browsing Tag
PAi
2 posts
New Solo 401k Debuts from PAi
CoPilot Prime Solo(k) partners with American Funds to provide the new plan for owner-only businesses
September 16, 2022
‘Saver Personas’ Created to Help Participants Identify with Retirement Challenges
From the retirement planning skeptic to the high salaried saver, PAi’s new “Retirement Planning People” provide potential savings scenarios…
January 13, 2021