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...
Auto-Enrollment Becomes Mandatory for New 401(k) Plans in 2025
Starting in 2025, most new 401(k) and 403(b) plans will be required to automatically enroll eligible employees, a...
401(k) vs. SIMPLE IRA: The Optimal Retirement Choice
When deciding to implement a retirement plan for your business, you will be presented with two options: a 401(k) or a...