Make your retirement plans tick while you focus on your business.
An innovative retirement solution that streamlines plan operations, enhances sponsor satisfaction, improves participant outcomes and frees up everyone’s time.
Make your retirement plans tick while you focus on your business.
An innovative retirement solution that streamlines plan operations, enhances sponsor satisfaction, improves participant outcomes and frees up everyone’s time.
As an industry, we’ve made it complex and challenging to deliver a top-notch retirement plan to your customers —and those challenges seem to compound each and every year. Meeting all your clients’ needs can become daunting, often leaving little time or energy to focus on expanding your business.
Fortunately, there’s a solution: partnering with the experts. WorkSaveRetire is a comprehensive service package that takes all of the critical administrative tasks required to offer a retirement plan and places them on our shoulders.
Why Choose American Trust’s WorkSaveRetire?
Scales Your Retirement Business
- Partnering with American Trust Retirement enables you to create a scalable model where you spend more time nurturing client relationships and growing your business while we handle all plan activities.
- Leveraging our more than 50 years in the retirement space serving countless retirement plans, WorkSaveRetire addresses the most common refrain we’ve heard loud and clear from clients: “Make it simple for me to offer a retirement plan that helps plan participants achieve the retirement they want.”
Reduces Fiduciary Risk
- Your plan sponsors may have a general understanding of their fiduciary responsibilities, but they likely underestimate the personal risks and obligations that come with acting as a fiduciary of a retirement plan. WorkSaveRetire mitigates much of the fiduciary risk they assume.
Supports Your Clients’ Success
- With American Trust managing the administrative tasks involved with offering a retirement plan, your clients can focus on what matters most, running a successful business.
Delivers Better Outcomes
- A participant’s success depends on various factors, such as contribution levels, investment choices and market conditions.
- By combining smart plan design features with a focus on participant advice, we take the guess work out of the equation and position plan participants to achieve their long-term goals. Adjustments to plan operations will be made automatically when we see opportunities to improve plan performance.
Contact us today!
If you want to learn how WorkSaveRetire can help you grow your business, follow the link below.
