Planning for retirement is often a sophisticated, long-term process that may span decades, multiple employers and various lifestyle changes. The American Trust Managed Rollover Solution helps you keep your retirement savings growing while still protecting your tax-deferred status. Unlike many traditional rollover products, the Managed Rollover Solution includes an important financial planning overlay to personalize the experience to your specific situation, goal, and time horizon.
Automatic Rollover & Missing Participant IRA Services
Relieving our current clients’ burdens from abandoned retirement accounts is why the American Trust Custody Auto Rollover IRA Solution was developed.
Abandoned Retirement Plan Service
Employers sometimes become either unable or unwilling to continue a 401(k) plan — a major predicament for employees trying to access their funds and a financial and fiduciary headache for benefit administrators.
Outsourced IRA Administration
With multiple levels of administrative support – each designed around your current needs for administrative functions like tax and compliance reporting, distributions and investment selection – American Trust Custody has the outsourced solution that is right for you.
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