Third Party Administrators (TPAs)

Partnering for Success

Delivering an unparalleled client experience through innovative solutions and exceptional service is a goal that we pursue alongside our Third-Party Administrator (TPA) partners.   We are here to support you and the important work you do. 

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We compliment, not compete.

TPAs bring immense retirement plan administration expertise and personalized service that greatly benefit clients. In our unbundled model, we partner to help provide the tools and resources to help you be even more successful in the marketplace.

We partner your way.

Our flexible solutions allow you to shoulder as much or as little of the responsibility as you would like, from full recordkeeping only to outsourcing certain compliance and 3(16) functions.

This is what we do.

Partnering with industry leading TPA firms and investment professionals isn’t new to American Trust. This is what we do. We provide the platform to help you deliver innovative solutions and highly personalized service to your clients.

We help support for your clients.

Let’s face it, the industry is complex, but we are here to help you curate solutions to best meet your client needs. These are just a few of the many capabilities, expertise and strategic partnerships that we can help support for your clients: 

  • Plan Types: 401(k) Plans, 403(b) Plans, 457(b) Plans, 457(f) Plans, Defined Benefit Pension Plans, Cash Balance Plans, Pooled Employer Plans, ESOPs. 
  • Fiduciary Services: 3(38) Investment solutions, 3(16) services, 3(21) and discretionary trustee services.
  • Fulfillment Services: We offer a suite of fulfillment services to improve the efficiency of plan administration for your clients.   
  • Payroll Integration: We are pleased to offer both 180 and 360 payroll integration to help eliminate the manual process of sending data from the payroll file. Click here to see our current list of supported payroll providers.  

Our goal is to make your work more productive.

Our goal is to make your work as a TPA more productive. We are committed to leveraging technology enabled solutions to streamline processes and access to information. From online conversion and real-time reporting to account management, our capabilities will help you operate more efficiently.

Want to learn more?

If you are looking for a partner that is committed to helping you be successful by delivering the tools, resources and support you need, let’s talk.

Let's Talk