CoPilot is a bundled retirement service and is not an independent entity. Services for CoPilot are provided by PAi, PAi Trust Company, Inc. and Employer Retirement Investment Advisors, LLC, (eRIA) all of which are affiliated business entities under common control and ownership interest. Investment advisory services are provided by eRIA, an SEC registered investment adviser. eRIA’s Form ADV Part 2A (Client Brochure) is available by contacting eRIA at (877)357-7031. Any other business entities referenced are independent of and not under common control with any of PAi, PAi Trust or eRIA.

This information is distributed for educational purposes and is not to be construed as an offer, solicitation, recommendation, or endorsement of any particular product, security or service nor should it be be construed as financial, legal, tax or investment advice.

Years of Retirement is a tool used for educational purposes to provide an estimate of the years of retirement you are on track to fund. Years of Retirement is in no way a guarantee of any outcome. Actual outcomes will vary significantly from this estimate.

401(k) plans are: Not FDIC insured | Not bank guaranteed | May lose value.