Do you already have a plan that you want to review? We complete a side by side analysis of your current plan and what we propose after discussing your needs.

Do you want to start a plan? We can talk through strategy and complete an in depth proposal for your needs.

As a plan sponsor, you are a fiduciary of your retirement plan and are responsible for making decisions in the best interest of plan participants and their beneficiaries. If this responsibility is neglected, you may be held personally liable. American Trust alleviates fiduciary responsibilities by offering discretionary trustee and investment management services.

As a discretionary trustee, American Trust can lessen concerns by assuming and managing specific responsibilities for a plan, and advise plan sponsors on required legal and compliance responsibilities.

Our approach to plan design is unmatched in the industry. We take the time needed to understand your business, provide multiple plan design options, and recommend the solution that best fits your specific needs—all at no additional cost.

We specialize in complex plan designs. Concerned about discrimination? Don't be. American Trust designs a plan that benefits each individual on different levels while following all requirements of the Internal Revenue Service.

We take care of your plan investment options, leaving you more time to focus on what you do best, your business.

Your plan participants will have the ability to choose from one of our SCF Securities risk based models. These models provide Active Money Management to you and your participants.

To be competitive, it is important fees are flexible. American Trust takes a proactive approach, and ensure full disclosure by complying with fee regulations, disclosing all fees in statements, outlining true costs for the plan sponsor, and remaining unbiased by not accepting compensation from mutual fund companies.

We also take the time to educate participants on the impact of costs for their retirement account.

We focus on you. Whether you are a plan sponsor or participant, we are committed to providing excellent service and personalized attention.

We conduct group enrollment meetings, presentations, one-on-one consultations, provide educational programs to encourage participation, and offer ongoing educational support. 

American Trust has an original and unmatched solution and most unique way of receiving and viewing your account balance in the industry.

eBal is an easy, convenient, and instantaneous way of receiving weekly, monthly, or quarterly updates of your account balance by text or email.

American Trust is proud to provide ATFutureBuilder, an effective new way to educate your employees about the importance of enrolling in and staying engaged with your company's retirement plan.

ATFutureBuilder guides your employees through a personalized, interactive experience that provides information about your retirement plan in an easy-to-understand format.