Hardworking Americans trust us to help them

MEET THEIR RETIREMENT GOALS.

We’re improving the most important retirement plan – yours.

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Our three-step approach to better outcomes

We Listen.

We design your plan.

We measure performance.

We Listen

Company owners start retirement plans for many reasons. Unless you’re working with retirement plan experts who ask the right questions, you may wind up with a plan designed to meet a price point rather than your goals. The irony is that plans not optimized for performance can actually cost you a fortune in the long run.

We listen before we make recommendations.
That’s American Trust Retirement.

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We Design Your Plan

We think you deserve a highly cost-efficient retirement plan tailored to your situation. That means a plan built on choice, flexibility and personal service.

We’ll work with you and your retirement plan advisor or TPA to design a plan that’s easy to setup and easy to run. That’s American Trust Retirement.

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We Measure Performance

An effective plan needs to be more than cost-efficient. It needs to help you achieve your goals and that requires a keen focus on outcomes. We continuously monitor plan performance to help you and your financial advisor make timely decisions that keep you on track.

We measure performance to ensure your plan is working for you. That’s American Trust Retirement.

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3 Reasons to Work with ATR

We make starting and running a retirement plan easy for you.

We’ll design a retirement plan that fits your company and goals.

We continually focus on measuring performance against desired outcomes.

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About ATR

American Trust Retirement is a promise kept for more than 50 years to help clients succeed on their retirement savings paths. Today, we are more than 120 people focused on one thing – improving retirement outcomes.