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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...

Cash Balance Plans: A High-Impact Solution for Financial Advisors and Clients

Cash Balance Plans: A High-Impact Solution for Financial Advisors and Clients

Rebekah Meredith

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

The Importance of 401(k) Benchmarking

The Importance of 401(k) Benchmarking

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

401(k) Day: A Key Moment for Your Financial Future

401(k) Day: A Key Moment for Your Financial Future

American Trust Retirement

401(k) Day serves as an annual reminder to focus on retirement savings. It’s a chance to review your plan, adjust your...

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