We don’t push products, we collaborate on solutions.

The retirement industry is complex, but we are here to curate solutions to meet the needs of the advisor, the plan sponsor and the participant. We enable our partners to operate as independently as they see fit — they are not bound to fund families, insurance products or any other type of proprietary products. We do not aim to compete with our advisor partners, we only support them.

When it comes to plan design and consulting, administration, investment management, recordkeeping and fiduciary services, it’s anything but a one-size-fits-all world. Count on American Trust Retirement to support you and your partners in everything from fully bundled to true open-architecture arrangements.

We know that every employee is on a uniquely personal path, and their success is our compass. Here are a few of the features your participants can expect:

• A convenient and comprehensive mobile app
• Personalized, interactive and goal-based online enrollment
• Industry-leading financial wellness tools that educate and engage
• Account information including a projected retirement score

Our robust digital platform offers participants an interactive experience while providing you, the advisor, with the tools and insights needed to strengthen your sponsor relationships. You’ll also have access to an advisor insights dashboard with an all-plans snapshot of participation, savings rates, savings success and more with the ability to push out targeted participant messaging to drive results.