Awards

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American Trust Retirement was recognized nationally for excellence in the 2017 Defined Contribution (DC) Survey by PLANSPONSOR magazine. Each year, the magazine conducts a survey recognizing the top retirement plan providers in the nation based on the quality of participant and plan sponsor services. Major defined contribution providers are rated in the various client categories they serve, and benchmark information is  collected for plan sponsors to gauge their plans against their peers. Best in Class awards are given to qualified providers with average scores in the top quartile for each category.

SilverAwardOFExcellence

Silver Award of Excellence. In the $5 million to $25 million market, American Trust received nationwide high marks when our plan sponsors answered the following question: How satisfied are you with your provider?

Survey Highlights

  • Awarded the Silver Award of Excellence in the “$5 million to $25 million” market for plan sponsor satisfaction–receiving 17 Best in Class awards
  • Received a combined total of 27 PLANSPONSOR Best in Class Awards in the “less than $5 million” and “$5 million to $25 million” markets
  • Ranked sixth in the “$5 million to 25 million market” by net recommendation score at 77 percent
  • Received 247 Best In Class Awards since 20081

Best in Class Awards

PLANSPONSOR Best in Class Awards are based on the rating received in 23 areas of participant/sponsor services covering five board categories, with the three highest-scoring providers earning Best in Class Awards and those providers with a net satisfaction rate above the asset group’s benchmark score. Here’s how we ranked:

Ranked in the top five in all categories in the “$5 million to $25 million” market2:

  • Plan administration
  • Technology
  • Participant education
  • Sponsor services
  • Investments and fees

Ranked in the top five in the “less than $5 million” market3:

  • Plan administration
  • Technology
  • Participant education

Ranked in the top ten in the “less than $5 million” market3:

  • Sponsor services
  • Investments and fees

Complete survey results can be found online at www.plansponsor.com or published in the March 2018 issue of PLANSPONSOR magazine.

View the results of the 2017 PLANSPONSOR survey.

View the results of the 2016 PLANSPONSOR survey.

View the results of the 2015 PLANSPONSOR survey.

View the results of the 2014 PLANSPONSOR survey.

1 Total awards: 27 in 2017, 20 in 2016, 30 in 2015, 32 in 2014, 39 in 2013, 18 in 2012, 36 in 2011, 16 in 2010, 11 in 2009, and 18 in 2008.

2 17 providers qualified in the “$5 million to $25 million” market.

3 13 providers qualified in the “less than $5 million” market.