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Enrollment Presentation *|COMPANYNAME|*. By: *|FANAME|*. Introduction. Name Quick personal bio Misc. Today’s Agenda. What is a Workplace Savings Plan? Why should I save for retirement? How much should I save? 401(k) Plan details Questions and Answers. What is a Workplace Savings Plan?.

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Enrollment presentation companyname

Enrollment Presentation*|COMPANYNAME|*

By: *|FANAME|*



  • Name

  • Quick personal bio

  • Misc.

Today s agenda

Today’s Agenda

  • What is a Workplace Savings Plan?

  • Why should I save for retirement?

  • How much should I save?

  • 401(k) Plan details

  • Questions and Answers

What is a workplace savings plan

What is a Workplace Savings Plan?

  • A benefit offered to you by your employer

  • You can choose to participate

  • You invest “pre-tax” money

  • Deducted from your paycheck

Employer match

Employer Match*

  • Add details on the match if this plan is offering it

  • Why it is important?

Why should i save for retirement

Why should I save for retirement?

Don t be another statistic

Don’t Be Another Statistic

Social security won t be enough

Social Security Won’t Be Enough

Social Security


Pensions/Retirement Plan






Source: Social Security Administration, Income of the Aged Chart book, 2010, released March 2012

How much should i save

How much should I save?

Amount needed in retirement savings

Amount Needed in Retirement Savings

The above sums assume your portfolio will earn a 6% annualized return during the course of your retirement and endure 2% annual inflation erosion.

Increased years in retirement

Increased Years in Retirement

How much can i contribute

How much can I contribute?

IRS Regulations may limit certain “highly-compensated employees”

Things to consider

Things to Consider

  • Lifestyle you want in retirement

  • Potential medical expenses

  • Planned retirement age

  • Life expectancy

Pai 401 k plan details

PAi 401(k) Plan Details

Plan highlights

Plan Highlights



  • Diversification

  • Asset Classes

  • Risk/Return Profiles

  • Investment Philosophy

Investment lineup

Investment Lineup

Participant 401 k fees

Participant 401(k) Fees

  • Recordkeeping Fee - $4 per month

  • PAi Trust – 0.07% of account balance (annual)

    • Example: Balance of $10,000 = $7.00 per year

  • Advisor Fees –

    • Example: Balance of $10,000 = X per year

  • Average Investment Expense Ratio

    • Example: Balance of $10,000 = X per year

Technology how to enroll

Technology: How to Enroll

  • Easy-to-use online platform

  • Check your balance

  • Transfer money between investments

  • And much more

Service have questions

Service: Have Questions?

  • PAi and I are always here to help

  • Feel free to call me with any questions

    • FA Contact Information

  • Or contact PAi:

    • Phone – 800-236-7400

    • Email – planservice@pai.com

You are on your way

You are on your way!

Take the first step and enroll



Feel free to contact pai with any questions

Feel free to contact PAi with any questions!

Available Monday – Friday, 8 am to 5 pm




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