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.