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If you took a distribution of $10 or more from your PAi retirement plan in 2023, your 1099-R Form will be mailed by 1/31/2024. Please allow up to 10 days for mailing time; if you do not receive your Form 1099R by 2/10/2024, please call us at 800-236-7400 so we can send a new copy. 

Over the weekend of September 15, 2023, PAi plans moved to the Ascensus recordkeeping and administrative services platform. Please bookmark your new Ascensus login page to access your account directly.

• Advisors and Plan Sponsors: https://secure.ascensus.com/login/Sponsor

• Participants: https://secure.ascensus.com/login/Participant

If your plan moved from PAi to another retirement plan provider prior to September 15, 2023 and you need to access your PAi site for historical information, please login with your PAi credentials here.

For new traditional 401(k) plan sales, please visit the Ascensus CoPilot Small Business 401(k) plan. For new Individual(k) plans, compare various Ascensus Individual(k) offerings here.