How does CoPilot IRA integrate with Zenefits?

CoPilot's Workplace Savings IRA is designed to give you and your employees a way to save for retirement without costing you time or money. Saving for retirement isn't just about fund performance and account balances. It's about understanding how much time your money is buying. With events-based messaging and professional education, you'll see exactly how your day-to-day decisions affect the amount of retirement you're buying.


Setting Up a CoPilot IRA

To complete setup, you'll need to provide:
  • Company information. Includes Federal Employer Identification Number (FEIN) and banking information for contribution processing.
  • Employee information. Includes names, birth dates, and employment dates.
Once you have this information handy, visit this website to get started.

How much does a CoPilot  IRA cost?

There is no cost to the employer. To view a breakdown of individual costs, visit CoPilot's pricing page.

What's the difference between an IRA and a 401( k ) account?

To help you understand the difference between their IRA and 401( k ) account offerings, CoPilot has created this helpful information sheet. If you have any additional questions, feel free to reach out to their team directly at 877-454-9129 or iraservice@pai.com

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