Our Core Service Metrics, which we calculate quarterly, continue to meet or exceed our Service Level Agreements. But what is more important is the story those numbers tell. It is a narrative of the impact of our operational efficiency and continuous improvement and, more importantly, the efforts of every employee across ATRS.
Market Data as of Week Ending: 4/10/2026 unless noted otherwise U.S. equity markets...
Market Data as of Week Ending: 4/3/2026 unless noted otherwise Stock prices generally...
Market Data as of Week Ending: 3/27/2026 unless noted otherwise Large-cap equities bore...
Market Data as of Week Ending: 3/20/2026 unless noted otherwise Broad-based selling...
Market Data as of Week Ending: 3/13/2026 unless noted otherwise Concerns over persistent...
By Nick Capo As the first quarter wraps up, many plan sponsors are turning their...
Market Data as of Week Ending: 3/6/2026 unless noted otherwise Last week’s market...
Market Data as of Week Ending: 2/27/2026 unless noted otherwise Major U.S. stock indexes...
Market Data as of Week Ending: 2/20/2026 unless noted otherwise U.S. equities rose over...
Market Data as of Week Ending: 2/13/2026 unless noted otherwise U.S. equities finished...
By Kevin McDevittRetirement planning has evolved significantly over the past decade....
Market Summary as of the week ending 2/6/2026 unless noted otherwise. U.S. equities...
U.S. equities were mixed for the week, even as the S&P 500 briefly surpassed 7,000...
Market Data as of Week Ending: 1/23/2026 unless noted otherwise U.S. equities declined...
By Rebekah MeredithKey Change Under SECURE 2.0 Beginning Jan. 1, 2026, the SECURE 2.0...
Market Data as of Week Ending: 1/16/2026 unless noted otherwise U.S. equities were mixed...
Market Data as of Week Ending: 1/9/2026 unless noted otherwise U.S. equities rose last...
Sending You Warm Holiday Wishes With the holiday season approaching, we want to take a...
By Kevin McDevitt For years, 401(k) plans have been built around familiar investments,...
By Rebekah Meredith We’ve all heard it, many Americans are behind when it comes to...
By Jerrod Weiss Employer-sponsored retirement plans offer many tax-based benefits and...
In today’s dynamic retirement landscape, our commitment to you and your plan...
National 401(k) Day is more than just a calendar event. It is a powerful reminder to...
Each year, the Internal Revenue Service (IRS) raises the contribution limits for 401(k)...
At American Trust Retirement, it’s our goal to keep you informed. We are dedicated to...
Over the past several months, our Contributions team has worked closely with SWE to...
March 15 was a critical milestone in the compliance testing calendar, and our teams...
We are focusing on four areas to enhance outcomes and client experiences. End-to-End...