Blogs & Market Updates

Market Commentary

Cash Balance Plans: A High-Impact Solution for Financial Advisors and Clients

When it comes to retirement planning, options like 401(k)s and IRAs are popular, but business owners and high-income...

The Importance of 401(k) Benchmarking 

In 2012, the Department of Labor issued final regulations for Section 408(b)2, requiring all 401(k) providers to fully...

401(k) Day: A Key Moment for Your Financial Future

401(k) Day serves as an annual reminder to focus on retirement savings. It’s a chance to review your plan, adjust your...

6 Questions to Consider When Selecting Your 401(k) Team 

Whether you're an advisor who's new to the 401(k) space, or you’ve been offering them for years, one thing is...

American Trust Retirement Review Insights, Trends and Strategies for Success

At American Trust Retirement, it’s our goal to keep you informed. We are dedicated to adding value to your retirement...