Retirement Plan Sponsors

Retirement success doesn’t have to be difficult.

Deliver to your employees the future they’ve dreamed with greater efficiency, a fantastic overall experience and options for less fiduciary liability.

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  • Managing your plan’s administrative requirements can be cumbersome and can slow you from focusing on running your business. We’re here to help you navigate your responsibilities.

  • We offer payroll integration services that allow your provider to send data directly to American Trust. This simplifies the payroll process and frees up your time. We work with many payroll integration partners and we’re adding more all the time. Click here to see the current list.
  • We offer a variety of reports designed to make your job easier. These reports are available 24/7 and can be accessed online through our Plan Sponsor Portal.


We Make It Easy

Retirement success is one of the greatest benefits an employer can provide an employee, yet we know it doesn’t come without challenges. Our goal is to make it easy. We offer a modern, intuitive experience with new technology and reporting to make the retirement experience easier and more user friendly.

It is quite normal for investors to occasionally check the balance of their investment accounts. After all, that balance is often the result of a lifetime spent working hard, saving well and delayed gratification; and can serve as a good barometer for financial health.

Equities ended the week relatively flat as investors digested a bevy of economic data and news releases. Continued uncertainty regarding the path of monetary policy and elevated bond yields challenged higher valuation multiples. Style trends reversed as value outperformed growth while size factors were mixed with mid-cap stocks underperforming large and small-cap.

Equities retreated last week as the economy continued to show strength. Despite a relatively light week for economic releases, market participants once again prepare for the possibility of further rate hikes.

U.S. stock indexes rallied on a mix of economic data. Indications of moderating inflation and a loosening labor market gave investors confidence that the Fed rate hiking cycle is nearing the end.

Time is perhaps the most influential piece in the financial planning puzzle. In his days, Albert Einstein contributed extensively to humanity’s understanding of the complexities of time, and he has provided some of the absolute best, uncomplicated, explanations of what time is and represents.

Earlier this year the dreaded “R” word - Recession - was on everyone’s mind. And with good reason. Fears of a recession have subsided as the US economy has remained buoyant. Analysts are lately forecasting that 2023 will end on a high note giving hope to investors of clawing back some of the nest egg value lost in last year’s decline.

In the sweltering heat of July, my family embarked on a journey to the distant and magical realm of Disney World. Over four exhaustive days, we immersed ourselves along with the other 57,000 daily visitors in a world where fairy tales come alive and where dreams, no matter how big or small, are within reach—for the right price.

U.S. stock indexes ended the volatile week lower despite promising inflation data as investors sifted through mixed Fed-speak and credit rating downgrades for several U.S. banks.

For many Americans, summer means pool days, baseball games, and perhaps a summer vacation. While we’re all enjoying more time outdoors (or indoors away from oppressive heat waves), the dog days of summer also mean back-to-school season is looming right around the corner.

Major U.S. stock indexes rallied last week off the news of the Federal Reserve holding the official federal funds target rate steady - breaking a string of ten consecutive meetings with rate hikes.

Contact Us Today

Our goal is to make it easy for you to deliver the important benefit of retirement success to your participants.