Blogs & Market Updates
Market Commentary
Unlocking Savings and Tax Sheltering Potential Via Cash Balance Plans
Many businesses are seeing the benefits of Cash Balance (CB) plans Offering Cash Balance as a sidecar to a 401(k) plan...
2025 Contribution Limits
Each year, the Internal Revenue Service (IRS) raises the contribution limits for 401(k) retirement plans, allowing...
American Trust Retirement Review Insights, Trends and Strategies for Success
At American Trust Retirement, it’s our goal to keep you informed. We are dedicated to adding value to your retirement...
Preparing for Year-End: Important Reminders
As the last days of summer come into view, it’s time to begin preparing for year-end plan administration tasks: ...
New Signature requirements on Participant and Plan Sponsor Forms
To help protect plan participants from fraud, American Trust is placing additional requirements on distribution forms...
Long Term Part Time Employees
Does your Plan Administration Process Need to Change? Recent legislation under SECURE 2.0 introduces a new...