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.
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.
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.
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.
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:
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.
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.