Meet Our Retirement Planning Employers
Starting and running a successful small business is a big deal. As a business owner, there’s a lot to juggle. Among day-to-day responsibilities, it’s important to keep future planning in mind—for yourself and your business. Starting a 401(k) retirement plan can provide financial, organizational, and long-term benefits for both the business and your future retirement goals. When it comes to a small business 401(k), one size doesn’t fit all, so it’s important to implement a retirement strategy and plan that works for you, your employees, and your business.
Check out various small business retirement plan scenarios below to identify with our plan sponsors and understand the many ways a customized plan can fit your business needs, goals, and challenges. Hover over each business owner to learn a little bit more about their circumstances, and decide which one you relate to most!
SOLO(k) PLANS:
GROUP PLANS:
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CoPilot Prime is a suite of services provided by Plan Administrators, Inc. and PAi Trust Company, Inc. (PAi), which are Ascensus companies. CoPilot recordkeeping services include Years of Retirement calculations and savings alerts and are provided by PAi. The Years of Retirement resource is for illustrative purposes only and is not, in any way, a guarantee of future results. Investment fiduciary services for CoPilot Prime are provided by PAi Trust, which is an affiliated business entity to PAi under common control and ownership interest. 401(k) plans are: Not FDIC insured | Not bank guaranteed | May lose value |