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
- 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