Introduction
American Trust Retirement
www.americantrustretirement.comAssets ($MM) by Plan Type | ||||
---|---|---|---|---|
Ranked #61 | $1,455 | |||
401(k) | $1,368 | |||
403(b) | $15 | |||
457 | $3 | |||
NQDC | $0 | |||
All Other | $69 |
Participants by Plan Size | ||||
---|---|---|---|---|
Ranked #57 | 46,174 | |||
<$10MM | 35,994 | |||
$10MM – $50MM | 10,180 | |||
>$50MM – $200MM | 0 | |||
>$200MM – $1BMM | 0 | |||
>$1B | 0 |
Service Offerings | |
---|---|
New client restrictions | None |
Multiple service models | No |
Offers corporate trustee services | Yes |
Internal ERISA counsel | 2 |
Will act as §3(16) fiduciary | Yes - direct offering |
Participant Services | |
---|---|
Call center hours | Weekdays: 8 a.m. - 6 p.m. ET |
Online chat support | No |
Mobile app | No |
Managed account options | Proprietary offering |
Retirement Income | |
---|---|
Displays retirement income estimate on statements | Yes |
Offers in-plan guaranteed retirement income products | No |
Offers out-of-plan annuity bidding service | No |
Recordkeeping Platform FIS Relius |
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*Data has been updated/revised since initial publication in PLANSPONSOR magazine. |