Blogs & Market Updates

Market Commentary

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

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

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

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

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

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

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...

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

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

Historically, employers faced restrictions when considering shifting from a SIMPLE IRA to a 401(k) plan mid-year. But...