Your Insights, Our Commitment
At American Trust Retirement, enriching your experience drives everything we do. Supporting you, our clients and participants, is our purpose.
You’ve shared with us what matters most, and we’re grateful for that insight: specialized expertise, evolving operational precision and seamless communication. We’ve taken that to heart, and we’re reimagining how we serve you.
To fulfill that purpose, I’m pleased to share that we’ve recently introduced two specialized teams created with your needs and feedback at the center. The focus of these new teams is on delivering tailored solutions in some of the most complex areas of retirement plan design and compliance, each backed by decades of combined experience and united by one mission: to deliver evolving retirement administration solutions that make a difference.
Centers of Excellence
Specialty Services
Delivering dedicated expertise in third-party retirement plan administration for 401(k) plans as well as complex plan designs, including ESOPs, KSOPs, cash balance and defined benefit plans.
Plan Compliance
Providing dedicated support in navigating administrative and regulatory requirements with accuracy and care.
If you have any questions or would like additional information about what this means for your organization, please feel free to reach out.
We sincerely appreciate your continued partnership and look forward to keeping you informed as we introduce ongoing service enhancements.