We offer employers the flexibility to build a retirement program that best fits the needs of their business and employees with our ATSelect solutions. We offer services for the following types of defined contribution retirement plans:
The ATSelect solutions allow you to choose each component of a retirement plan to meet your specific needs. We offer two models—Recordkeeping with nondiscretionary trustee services and Compliance services. You choose the model that works best for you.
This model delivers three components of a retirement plan—recordkeeping, compliance, and education while utilizing an advisor-driven open architecture model. Key features of each service include:
This model delivers one component of a retirement plan—compliance services. The advisor generally provides recordkeeping, administration, and education services through our preferred recordkeeping partners.
Key services include:
Your advisor picks and manages the funds in your plan while you and your advisor take on the responsibility as the self-trustee.