The Future of Retirement Plans

A Pooled Employer Plan (PEP) provides employers with access to industry leading retirement plan offerings, while reducing their fiduciary risk, the time spent administering their plan and possibly even plan expenses. Thanks to the Setting Every Community Up for Retirement Enhancement (SECURE) Act passed last year, this is now a reality!

Pooled Plan Provider

The Pooled Employer Plan by American Trust was developed to make it easy for small businesses to deliver the same powerful retirement vehicle to their employees that traditionally would only be available to larger plans and to help employers reclaim valuable time in their day as they no longer need to manage the plan set up, administration, monitoring and reporting.

We focus on managing the plan and keeping it compliant so the plan sponsor can focus on their business at hand. American Trust’s affiliate, AT Retirement Services, LLC, operates as the Pooled Plan Provider (PPP) to provide a best in-class retirement solution that is flexible, efficient and price competitive.


About American Trust

American Trust is a promise kept for more than 50 years to help clients succeed on their retirement savings paths. Today, we are more than 400 people focused on one thing – improving retirement outcomes.

©2018 American Trust

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Contact Us

Call 1-800-548-2994 or visit our Self Help page.
*For participant requests, please call the Customer Service Center. Email requests will not be accepted.

Employers & Partners:

Interested in becoming a partner?