Company Overview

PAi, located in De Pere, Wisconsin, provides business services to the financial services industry with
401(k) administration and payroll solutions tailored for small businesses. Servicing over 13,000 employers with $2.15 billion in retirement plan assets under administration and supporting over 250,000 employees, PAi provides its services to over 7,000 financial advisors and financial institutions nationwide.

PAi has been successfully servicing the small business industry for over 25 years by making strategic and effective investments in people, technology and processes. PAi takes care of all aspects of client servicing and administration so that you can focus on building profitable relationships. PAi goes beyond web servicing to being just a phone call away with accessible contact center experts and an intuitive Voice Response Unit (VRU) system.