Blogs & Market Updates

Market Commentary

Many businesses are seeing the benefits of Cash Balance (CB) plans Offering Cash Balance as a sidecar to a 401(k) plan...

Each year, the Internal Revenue Service (IRS) raises the contribution limits for 401(k) retirement plans, allowing...

At American Trust Retirement, it’s our goal to keep you informed. We are dedicated to adding value to your retirement...

Managing a 401(k) plan involves more than offering retirement benefits—it requires fulfilling fiduciary duties under...

At American Trust Retirement, it’s our goal to keep you informed. We are dedicated to adding value to your retirement...

When it comes to retirement planning, options like 401(k)s and IRAs are popular, but business owners and high-income...

In 2012, the Department of Labor issued final regulations for Section 408(b)2, requiring all 401(k) providers to fully...