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Retirement Plans

Secure a comfortable retirement

Studies show that workplace savings is more important than ever in helping employees save money 
and secure a comfortable retirement. With so much at stake, the most important decision Employers, 
Employees and their Business Advisors can make is to partner with a service provider they trust.

Employers - We are confident we have the ingredients necessary to build a successful workplace 
savings solution for owners and their employees.

  • Comprehensive program delivered at a reasonable cost
  • Local expertise that develops relationships and builds trust
  • Simplified decision-making
  • Compliance services and fiduciary risk mitigation solutions 

Employees - The core of a successful retirement plan for employees is an effective participant 
communication program that is simple and direct.  Our best practices include:

  • Enrollment support, individual planning meetings and regular communications
  • Address the needs of all employees, regardless of experience level
  • Make it easy for employees to invest, consolidate accounts and transition to retirement 

Business Advisors - As a partner, American Trust Center considers you a client as we help you retain 
and grow your business.  Our mix of professionals includes on-staff ERISA attorney, Accredited Investment 
Fiduciary (AIF), Certified Public Accountant (CPA), Certified Retirement Services Professional (CRSP) and 
Certified Trust and Financial Advisor (CTFA).  Your referral is to a partner that takes care of the details so 
you can focus on the most profitable aspects of your business.

 

Workplace savings solutions

Business Retirement Plans - our comprehensive plan offerings for both profit and non-profit employers are 
customized to meet the needs of your business and the benefits you need to attract and retain quality employees. 

  • 401(k) & Profit Sharing
  • 403(b) & 457
  • Pension & Cash Balance
  • Executive Compensation
  • ESOP
  • SEP & SIMPLE IRA

Individual Plans & Services our comprehensive individual retirement plan offerings supplement workplace
savings plans and help employees transition from employers, into retirement and beyond.

  • Solo 401(k)
  • Traditional & Roth IRA
  • Rollover/Transition Services
  • Comprehensive Wealth Planning Services

2015 Cost of Living Adjustments (contribution limits)