Third Party Administrators
Your Mission is Our Mission
American Trust Retirement is committed to our TPA partners around the country, working hand in hand to improve retirement outcomes. Your expertise and hands-on approach coupled with our recordkeeping technology and open-architecture platform is a winning combination.
American Trust Retirement offers an outsourcing solution that keeps your brand at the forefront, while providing the technology, administration and operational aspects of the recordkeeping process.
You’ve spent a lot of time building your brand. It represents who you are and what you stand for. Our institutional outsourcing program is a private label solution designed to highlight your brand and keep it at the forefront, while we do the back-office operations and administrative work behind the scenes. We don’t compete, we support.
We have a team of retirement specialists, and we have invested in the industry’s best technology to benefit our institutional partners. We act as a long-term partner, providing the scale and back-end infrastructure to deliver an efficient solution.
Solutions
Partnering for Success
Delivering an unparalleled client experience through innovative solutions and exceptional service is a goal that we pursue alongside our Third Party Administrator partners. We are here to support you and the important work you do.
We help support your clients.
Let’s face it, the industry is complex, but we are here to help your curate solutions to best meet your client’s needs. These are just a few of the many capabilities, expertise, and strategic partnerships that we can help support for your clients:
- Plan Types: 401(k) Plans, 403(b) Plans, 457(b) Plans, 457(f) Plans, Defined Benefit Pension Plans, Cash Balance Plans, >Pooled Employer Plans, ESOPs.
- Fiduciary Services: 3(38) Investment solutions, 3(16) services, 3(21) and discretionary trustee services.
- Fulfillment Services: We offer a suite of fulfillment services to improve the efficiency of plan administration for your clients.
- Payroll Integration: We are pleased to offer both 180 and 360 payroll integration to help eliminate the manual process of sending data from the payroll file.
Our goal is to make your work more productive
Our goal is to make your work as a TPA more efficient. We are committed to leveraging technology enabled solutions to streamline processes and access to information. From online conversion and real-time reporting to account management, our capabilities will help you operate more efficiently.
Contact us today!
Whether you have a question you would like answered or want to share a brilliant idea, we are excited to hear from you.
