How does CoPilot 401(k) integrate with Zenefits?
Since 1983, PAi has helped people successfully save for retirement. Whether your company is starting its first 401( k ) plan or looking to transfer a long-established plan, CoPilot (powered by PAi), takes care of the plan administration and investment guidance that typically makes a 401( k ) so demanding. Plus, our service accommodates financial advisors and companies of all sizes (from 1 to 100 plus employees).
- With CoPilot, signing up for a 401( k ) is quick and easy. You’ll have a real person answering your call from setup to account maintenance.
- Our services are scalable to grow as you grow – from a single employee to hundreds of employees.
- CoPilot monitors participants to make sure they are on track for their retirement.
- Integrating your 401( k ) with Zenefits will save you time and money, reduce manual errors, and minimize your administrative tasks.
For more information on CoPilot, please click here.
Setting up a CoPilot integration
To complete the CoPilot sync, please reach out to 800-236-7400
Using the CoPilot Integration
Once CoPilot and Zenefits are synced, the CoPilot app will show up in your main administrator dashboard. You can use it by clicking on the app and then selecting Manage. In the integration, you'll be able to see which employees are synced in CoPilot, manage them in CoPilot through the Manage option, or disconnect CoPilot from Zenefits through the Disconnect option. All changes to company plan information, employee enrollments, employee deferrals, and investments will need to be managed directly with CoPilot.
When an employee is hired, Zenefits will send the new hire's information to CoPilot to create an account. The employee will then have to register directly with the provider to be able to manage their plan information. Any changes to employee information including demographic and employment information will be synced to CoPilot.
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