It’s time for a retirement plan that fits you.
When it comes to retirement plan design, it’s definitely not a one-size-fits-all world. We want to understand your situation and goals and then recommend a tailored plan that fits you best.
Whether your motivation is to maximize owner contributions, employee savings paths, helping older workers catch up, incent your talented team to stay, or provide a market competitive benefit to attract new hires, we have great options to meet your needs. We’re retirement plan consultants. We’ll ask lots of questions, then tailor a solution that fits. We’re good listeners.
It’s time for a retirement plan that works for you.
For too long retirement plans have been difficult to run. That’s kept too many company owners and their employees from being able to take advantage of this powerful opportunity to build retirement income security.
We partner with financial advisors and third-party administrators (TPAs) to deliver retirement plans that are highly cost-efficient and easy to start and run.
It’s all about producing real value while keeping your burden light.
It’s time for a retirement plan that focuses on outcomes. Yours.
It takes more than delivering good service to produce good outcomes. It means focusing our people, our processes and our technologies on helping you achieve your long-term retirement success.
We listen to you and refine a retirement plan design that can help you get the most out of your tax and savings goals.
We engage with your employees to help them get the most out of their opportunity to participate.
We automate where it makes sense and deliver personal service where it counts most.
We continuously monitor and share insights about performance metrics that help you and your financial advisor keep your plan on track.
That’s a commitment to outcomes. That’s ATR.
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American Trust Retirement is 120 people focused on one thing – improving retirementfor you and your employees.
©American Trust Retirement, a division of First Mercantile Trust
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