ORIGINAL CoPilot Retirement Plan Flowchart

RETIREMENT PLANS

How to Choose the Right One for Your Business

Answer the following questions to find out which retirement plan solution is the best fit for your small business.

START

Why are you interest in sponsoring a retirement plan?

I want to... Satisfy State Mandate requirements.

I want to... Save as much as possible for my future.

I want to... Provide a savings option for my employees.

Did you know?

401(k) plans satisfy state mandates and offer many benefits to employers interested in saving on taxes, all while providing valuable savings option for plan participants.

learn more

continue

How much control do you want over the investments available to you?

Less

More

I am interested in choosing from investment allocation models determined and maintained by a team of experts.

I would like to have a lot of control over the investments included in my plan.

Did you know?

The investment allocation group options provided to CoPilot Prime 401(k) plans are organized to help plan participants save enough to cover their planned Years of Retirement.

Calculate your years of retirement

continue

What would you like your day-to-day plan administration to look like?

I'll Help

Hands Off

I am willing to take care of some administrative tasks, but I'm looking for a fully bundled solution that leaves me with fewer day-to-day tasks and more time to run my business.

I would prefer that a trusted administrator take on as much of the fiduciary liability and as many plan responsibilities as possible.

OpenArchitecture

Did you know?

All CoPilot plans include access to the Years of Retirement calculator, a tool to help participants plan for their future in retirement by offering a visual representation of their savings journey.

may be a good retirement savings option to consider.

learn more

NOTE: Whether you're converting an existing plan or starting a new plan, PAi provides a dedicated installation and conversion representative to walk you through plan setup. Meet the team >>

Go back

Start over

CoPilot Prime

Did you know?

A CoPilot Prime 401(k) includes several key benefits for small business owners including:

may be a good retirement savings option to consider.

learn more

• Proactive Plan Alerts
• Managed Accounts
• 3(38) Investment Management

NOTE: Whether you're converting an existing plan or starting a new plan, PAi provides a dedicated installation and conversion representative to walk you through plan setup. Meet the team >>

Go back

Start over

CoPilot PrimePooled Employer Plan

Did you know?

Whether you're converting an existing plan or starting a new plan, PAi provides a dedicated installation and conversion representative to walk you through plan setup. Meet our team

may be a good retirement savings option to consider.

learn more

NOTE: Consider whether you're willing to pay more in order to have some extra tasks and fiduciary responsibility taken off your plate. A Pooled Employer Plan can save you time, but the additional fees can add up. A CoPilot 401(k) offers many of the same benefits of a Pooled Employer Plan without the added costs. View all CoPilot 401(k) retirement service offerings >>

Go back

Start over

Did you know?

Regardless of the size of your business or whether you are working with a Financial Advisor, a CoPilot plan offers the flexibility and resources to support your goals.

learn more

continue

Are you hoping to save more than$6k per year?

Yes

No

Check out these tools and tips to help estimate your retirement expenses.

How much control do you want over the investments available to you?

Less

More

I am interested in choosing from investment allocation models determined and maintained by a team of experts.

I would like to have a lot of control over the investments included in my plan.

Did you know?

The investment allocation group options provided to CoPilot Prime 401(k) plans are organized to help plan participants save enough to cover their planned Years of Retirement.

Calculate your years of retirement

continue

OpenArchitecture

Did you know?

All CoPilot plans include access to the Years of Retirement calculator, a tool to help participants plan for their future in retirement by offering a visual representation of their savings journey.

may be a good retirement savings option to consider.

learn more

NOTE: Whether you're converting an existing plan or starting a new plan, PAi provides a dedicated installation and conversion representative to walk you through plan setup. Meet the team >>

Go back

Start over

What would you like your day-to-day plan administration to look like?

I'll Help

Hands Off

I am willing to take care of some administrative tasks, but I'm looking for a fully bundled solution that leaves me with fewer day-to-day tasks and more time to run my business.

I would prefer that a trusted administrator take on as much of the fiduciary liability and as many plan responsibilities as possible.

CoPilot Prime

Did you know?

A CoPilot Prime 401(k) includes several key benefits for small business owners including:

may be a good retirement savings option to consider.

learn more

• Proactive Plan Alerts
• Managed Accounts
• 3(38) Investment Management

NOTE: Whether you're converting an existing plan or starting a new plan, PAi provides a dedicated installation and conversion representative to walk you through plan setup. Meet the team >>

Go back

Start over

CoPilot PrimePooled Employer Plan

Did you know?

Whether you're converting an existing plan or starting a new plan, PAi provides a dedicated installation and conversion representative to walk you through plan setup. Meet our team

may be a good retirement savings option to consider.

learn more

NOTE: Consider whether you're willing to pay more in order to have some extra tasks and fiduciary responsibility taken off your plate. A Pooled Employer Plan can save you time, but the additional fees can add up. A CoPilot 401(k) offers many of the same benefits of a Pooled Employer Plan without the added costs. View all CoPilot 401(k) retirement service offerings >>

Go back

Start over

Are you hoping to save more than$6k per year?

Yes

No

Check out these tools and tips to help estimate your retirement expenses.

Is the option to use your retirement plan to save on business taxes important to you?

Not Really

I am primarily interested in providing a savings vehicle for my employees that is cost-free to me.

Yes

Learn more about tax benefits.

Did you know?

While the Workplace Savings IRA is a no-cost option to employers, a 401(k) plan provides opportunities to qualify for several small business tax credits, as well as to save through tax-deductible contributions to participants' retirement savings.

learn more

continue

Workplace Savings IRA

Did you know?

All CoPilot plans include access to the Years of Retirement calculator, a tool to help participants plan for their future in retirement by offering a visual representation of their savings journey.

may be a good retirement savings plan to consider.

learn more

NOTE: Whether you're converting an existing plan or starting a new plan, PAi provides a dedicated installation and conversion representative to walk you through plan setup. Meet the team >>

Go back

Start over

How much control do you want over the investments available to you?

Less

More

I am interested in choosing from investment allocation models determined and maintained by a team of experts.

I would like to have a lot of control over the investments included in my plan.

Did you know?

The investment allocation group options provided to CoPilot Prime 401(k) plans are organized to help plan participants save enough to cover their planned Years of Retirement.

Calculate your years of retirement

continue

OpenArchitecture

Did you know?

All CoPilot plans include access to the Years of Retirement calculator, a tool to help participants plan for their future in retirement by offering a visual representation of their savings journey.

may be a good retirement savings option to consider.

learn more

NOTE: Whether you're converting an existing plan or starting a new plan, PAi provides a dedicated installation and conversion representative to walk you through plan setup. Meet the team >>

Go back

Start over

OpenArchitecture

Did you know?

All CoPilot plans include access to the Years of Retirement calculator, a tool to help participants plan for their future in retirement by offering a visual representation of their savings journey.

may be a good retirement savings option to consider.

learn more

NOTE: Whether you're converting an existing plan or starting a new plan, PAi provides a dedicated installation and conversion representative to walk you through plan setup. Meet the team >>

Go back

Start over

What would you like your day-to-day plan administration to look like?

I'll Help

Hands Off

I am willing to take care of some administrative tasks, but I'm looking for a fully bundled solution that leaves me with fewer day-to-day tasks and more time to run my business.

I would prefer that a trusted administrator take on as much of the fiduciary liability and as many plan responsibilities as possible.

CoPilot Prime

Did you know?

A CoPilot Prime 401(k) includes several key benefits for small business owners including:

may be a good retirement savings option to consider.

learn more

• Proactive Plan Alerts
• Managed Accounts
• 3(38) Investment Management

NOTE: Whether you're converting an existing plan or starting a new plan, PAi provides a dedicated installation and conversion representative to walk you through plan setup. Meet the team >>

Go back

Start over

CoPilot PrimePooled Employer Plan

Did you know?

Whether you're converting an existing plan or starting a new plan, PAi provides a dedicated installation and conversion representative to walk you through plan setup. Meet our team

may be a good retirement savings option to consider.

learn more

NOTE: Consider whether you're willing to pay more in order to have some extra tasks and fiduciary responsibility taken off your plate. A Pooled Employer Plan can save you time, but the additional fees can add up. A CoPilot 401(k) offers many of the same benefits of a Pooled Employer Plan without the added costs. View all CoPilot 401(k) retirement service offerings >>

Go back

Start over

Did you know?

Regardless of the size of your business or whether you are working with a Financial Advisor, a CoPilot plan offers the flexibility and resources to support your goals.

learn more

continue

What are you most interestedin optimizing?

Costs

Plan Design

Both

Learn more about assessing 401(k) plan fees.

Good news!

All CoPilot 401(k) plans are designed to offer robust plan design options, client support, and transparent, competitive pricing.

learn more

continue

Are you hoping to save more than$6k per year?

Yes

No

Check out these tools and tips to help estimate your retirement expenses.

How much control do you want over the investments available to you?

Less

More

I am interested in choosing from investment allocation models determined and maintained by a team of experts.

I would like to have a lot of control over the investments included in my plan.

Did you know?

The investment allocation group options provided to CoPilot Prime 401(k) plans are organized to help plan participants save enough to cover their planned Years of Retirement.

Calculate your years of retirement

continue

OpenArchitecture

Did you know?

All CoPilot plans include access to the Years of Retirement calculator, a tool to help participants plan for their future in retirement by offering a visual representation of their savings journey.

may be a good retirement savings option to consider.

learn more

NOTE: Whether you're converting an existing plan or starting a new plan, PAi provides a dedicated installation and conversion representative to walk you through plan setup. Meet the team >>

Go back

Start over

CoPilot Prime

Did you know?

A CoPilot Prime 401(k) includes several key benefits for small business owners including:

may be a good retirement savings option to consider.

learn more

• Proactive Plan Alerts
• Managed Accounts
• 3(38) Investment Management

NOTE: Whether you're converting an existing plan or starting a new plan, PAi provides a dedicated installation and conversion representative to walk you through plan setup. Meet the team >>

Go back

Start over

CoPilot PrimePooled Employer Plan

Did you know?

Whether you're converting an existing plan or starting a new plan, PAi provides a dedicated installation and conversion representative to walk you through plan setup. Meet our team

may be a good retirement savings option to consider.

learn more

NOTE: Consider whether you're willing to pay more in order to have some extra tasks and fiduciary responsibility taken off your plate. A Pooled Employer Plan can save you time, but the additional fees can add up. A CoPilot 401(k) offers many of the same benefits of a Pooled Employer Plan without the added costs. View all CoPilot 401(k) retirement service offerings >>

Go back

Start over

Is the option to use your retirement plan to save on business taxes important to you?

Not Really

I am primarily interested in providing a savings vehicle for my employees that is cost-free to me.

Yes

Learn more about tax benefits.

Did you know?

While the Workplace Savings IRA is a no-cost option to employers, a 401(k) plan provides opportunities to qualify for several small business tax credits, as well as to save through tax-deductible contributions to participants' retirement savings.

learn more

continue

Workplace Savings IRA

Did you know?

All CoPilot plans include access to the Years of Retirement calculator, a tool to help participants plan for their future in retirement by offering a visual representation of their savings journey.

may be a good retirement savings option to consider.

learn more

NOTE: Whether you're converting an existing plan or starting a new plan, PAi provides a dedicated installation and conversion representative to walk you through plan setup. Meet the team >>

Go back

Start over

How much control do you want over the investments available to you?

Less

More

I am interested in choosing from investment allocation models determined and maintained by a team of experts.

I would like to have a lot of control over the investments included in my plan.

OpenArchitecture

Did you know?

All CoPilot plans include access to the Years of Retirement calculator, a tool to help participants plan for their future in retirement by offering a visual representation of their savings journey.

may be a good retirement savings option to consider.

learn more

NOTE: Whether you're converting an existing plan or starting a new plan, PAi provides a dedicated installation and conversion representative to walk you through plan setup. Meet the team >>

Go back

Start over

Did you know?

The investment allocation group options provided to CoPilot Prime 401(k) plans are organized to help plan participants save enough to cover their planned Years of Retirement.

Calculate your years of retirement

continue

What would you like your day-to-day plan administration to look like?

I'll Help

Hands Off

I am willing to take care of some administrative tasks, but I'm looking for a fully bundled solution that leaves me with fewer day-to-day tasks and more time to run my business.

I would prefer that a trusted administrator take on as much of the fiduciary liability and as many plan responsibilities as possible.

CoPilot Prime

Did you know?

A CoPilot Prime 401(k) includes several key benefits for small business owners including:

may be a good retirement savings option to consider.

learn more

• Proactive Plan Alerts
• Managed Accounts
• 3(38) Investment Management

NOTE: Whether you're converting an existing plan or starting a new plan, PAi provides a dedicated installation and conversion representative to walk you through plan setup.

Go back

Start over

CoPilot PrimePooled Employer Plan

Did you know?

Whether you're converting an existing plan or starting a new plan, PAi provides a dedicated installation and conversion representative to walk you through plan setup. Meet our team

may be a good retirement savings option to consider.

learn more

NOTE: Consider whether you're willing to pay more in order to have some extra tasks and fiduciary responsibility taken off your plate. A Pooled Employer Plan can save you time, but the additional fees can add up. A CoPilot 401(k) offers many of the same benefits of a Pooled Employer Plan without the added costs. View all CoPilot 401(k) retirement service offerings >>

Go back

Start over

How much control do you want over the investments available to you?

Less

More

I am interested in choosing from investment allocation models determined and maintained by a team of experts.

I would like to have a lot of control over the investments included in my plan.

Did you know?

The investment allocation group options provided to CoPilot Prime 401(k) plans are organized to help plan participants save enough to cover their planned Years of Retirement.

Calculate your years of retirement

continue

OpenArchitecture

Did you know?

All CoPilot plans include access to the Years of Retirement calculator, a tool to help participants plan for their future in retirement by offering a visual representation of their savings journey.

may be a good retirement savings option to consider.

learn more

NOTE: Whether you're converting an existing plan or starting a new plan, PAi provides a dedicated installation and conversion representative to walk you through plan setup. Meet the team >>

Go back

Start over

What would you like your day-to-day plan administration to look like?

I'll Help

Hands Off

I am willing to take care of some administrative tasks, but I'm looking for a fully bundled solution that leaves me with fewer day-to-day tasks and more time to run my business.

I would prefer that a trusted administrator take on as much of the fiduciary liability and as many plan responsibilities as possible.

CoPilot Prime

Did you know?

A CoPilot Prime 401(k) includes several key benefits for small business owners including:

may be a good retirement savings option to consider.

learn more

• Proactive Plan Alerts
• Managed Accounts
• 3(38) Investment Management

NOTE: Whether you're converting an existing plan or starting a new plan, PAi provides a dedicated installation and conversion representative to walk you through plan setup. Meet the team >>

Go back

Start over

CoPilot PrimePooled Employer Plan

Did you know?

Whether you're converting an existing plan or starting a new plan, PAi provides a dedicated installation and conversion representative to walk you through plan setup. Meet our team

may be a good retirement savings option to consider.

learn more

NOTE: Consider whether you're willing to pay more in order to have some extra tasks and fiduciary responsibility taken off your plate. A Pooled Employer Plan can save you time, but the additional fees can add up. A CoPilot 401(k) offers many of the same benefits of a Pooled Employer Plan without the added costs. View all CoPilot 401(k) retirement service offerings >>

Go back

Start over