American Trust Retirement

Weekly Market Summary for the week of 08.16.2024: Markets Surge on Soft Landing Hopes #AmericanTrustRetirement #WeeklySummary https://lnkd.in/gZaDvgNF

Did you know today is Financial Awareness Day? National Financial Awareness Day is dedicated to equipping individuals with the knowledge and tools needed to build solid financial habits. These practices help ensure our stability and lay the groundwork for future financial freedom. Interested in some financial tips? Hear from our American Trust Wealth team on their top financial tips: https://lnkd.in/gENrbk7d

Weekly Market Summary for the week of 08.09.2024: Global Sell-off Rattles Markets #AmericanTrustRetirement #WeeklySummary https://lnkd.in/gZtuzHsU

Weekly Market Summary for the week of 08.02.2024: Stocks Move Lower as Labor Market Shows Signs of Cooling #AmericanTrustRetirement #WeeklySummary https://lnkd.in/giZakGg5

Around 80% of small business 401(k) plans opt for safe harbor designs, with the Qualified Automatic Contribution Arrangement (QACA) becoming increasingly popular. With the SECURE 2.0 Act mandating automatic enrollment for new 401(k) plans starting in 2025, QACA plans are a practical choice for small businesses. Check out the blog I wrote below to learn more! #AmericanTrustRetirement #401k #RetirementPlanning #QACA #EmployeeBenefits https://lnkd.in/g_E7e5ip

Around 80% of small business 401(k) plans opt for safe harbor designs, with the Qualified Automatic Contribution Arrangement (QACA) becoming increasingly popular. With the SECURE 2.0 Act mandating automatic enrollment for new 401(k) plans starting in 2025, QACA plans are a practical choice for small businesses. Read more in the blog linked below by Kevin McDevitt! #AmericanTrustRetirement #401k #RetirementPlanning #QACA #EmployeeBenefits https://lnkd.in/gZvHqnH9

We are thrilled to introduce WorkSaveRetire, our innovative solution designed with plan advisors and their clients in mind. By integrating our decades-long expertise as plan fiduciaries, recordkeepers and investment advisors, we're delivering an exceptional level of service designed to save time you time. Join us in redefining retirement planning efficiency. Learn more about WorkSaveRetire. #WorkSaveRetire #AmericanTrustRetirement https://lnkd.in/gxm_he4Q

Weekly Market Summary for the week of 07.26.2024: Stock Prices Mixed Despite Higher Economic Growth #AmericanTrustRetirement #WeeklySummary https://lnkd.in/g-r63hbr

American Trust Retirement’s WorkSaveRetire is a comprehensive retirement service package that takes all of the critical administrative tasks required to offer a retirement plan and places them on our shoulders. Learn more about how American Trust Retirement’s WorkSaveRetire can add value to your retirement business. #AmericanTrustRetirement #WorkSaveRetire https://lnkd.in/gxm_he4Q

Focus on what matters most. With WorkSaveRetire, let us handle the complexities of plan governance, regulations, audits and 5500s, while you focus on growing your business. Learn more about how WorkSaveRetire’s comprehensive service package can simplify your responsibilities. #WorkSaveRetire #AmericanTrustRetirement https://lnkd.in/gxm_he4Q