The ATAdvantage solution is a full service model delivering five components of a retirement plan–recordkeeping, plan administration, fiduciary services, investment management, and education services in one efficient package. This model focuses on our competitive advantages: plan design, fiduciary oversight, investments, and cost efficiency. These advantages, including award-winning service and technology, are our highest aspirations and achievements.

As a trust company, we are able to offer services that most providers cannot. We alleviate the plan sponsor of legal responsibility by offering discretionary and §3(38) investment management services.

Key features of ATAdvantage include:

  • eBal
  • Multi-manager platform
  • Daily account valuation
  • Complex plan design capability
  • Discretionary trustee services
  • §3(38) investment management services
  • Investment performance monitoring
  • Qualified default investment alternative
  • Two investment platforms: active and index
  • Collective investment trusts (CIT)
  • Exchanged traded funds (ETF)
  • ATBlueprint® for participants and plan sponsors
  • Group enrollment meetings and one-on-one consultations

Learn more about our Competitive Advantages