Blogs & Market Updates

Market Commentary

Q4 2025 Plan Sponsor Insights

Sending You Warm Holiday Wishes With the holiday season approaching, we want to take a moment to share our heartfelt...

Private Equity in 401(k)s: What’s Changing and When You Might See It

By Kevin McDevitt For years, 401(k) plans have been built around familiar investments, such as mutual funds, stocks...

How Advisors Can Help Build Retirement Confidence Through Effective Engagement

By Rebekah Meredith We’ve all heard it, many Americans are behind when it comes to saving for retirement, and some...

Need Protection from Creditors?  Don’t Forget Retirement Plans

By Jerrod Weiss Employer-sponsored retirement plans offer many tax-based benefits and simplicity, enabling Americans...

Q3 2025 Plan Sponsor Insights

In today’s dynamic retirement landscape, our commitment to you and your plan participants remains steadfast. We...

Make the Most of National 401(k) Day: Smart Steps for Your Retirement Plan

National 401(k) Day is more than just a calendar event. It is a powerful reminder to take control of your financial...

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...