COPILOTPRIME 401(K)
COPILOT Work savings IRA
features
Payroll Integration Capabilities1 Online Setup Years of Retirement Alerts to Participants / IRA Owners Managed Investment Portfolios Investment Education Payroll Deduction Maximum Annual Deferrals2 Employer Match Options Tax Credit for Employer Year End Process Cost to Employer Cost to Participants / IRA Owners Support for Your Financial Advisor, if Applicable3 Satisfies State Mandates
$22,500 / $30,000
$6,500 / $7,500
1 — Fees may apply or vary based on payroll partner. 2 — 2023 calendar year limits. 3 — Financial Advisor fees would be in addition to the fees listed in pricing table.
CoPilot IRA vs CoPilot Prime 401(k)
Agency Ascensus
Created on June 24, 2020
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Transcript
COPILOTPRIME 401(K)
COPILOT Work savings IRA
features
Payroll Integration Capabilities1 Online Setup Years of Retirement Alerts to Participants / IRA Owners Managed Investment Portfolios Investment Education Payroll Deduction Maximum Annual Deferrals2 Employer Match Options Tax Credit for Employer Year End Process Cost to Employer Cost to Participants / IRA Owners Support for Your Financial Advisor, if Applicable3 Satisfies State Mandates
$22,500 / $30,000
$6,500 / $7,500
1 — Fees may apply or vary based on payroll partner. 2 — 2023 calendar year limits. 3 — Financial Advisor fees would be in addition to the fees listed in pricing table.