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Quick Links

About Your Plan The Summary Plan Description (SPD) outline is a quick summary of the benefits provided by an employer-sponsored retirement plan.

Establish a Contribution Amount Determine the amount you can contribute and create a plan to achieve your goals. Click here for a tool to help you estimate how much you may need for retirement.

Choose an Investment Election Once you’ve established a contribution amount, now you’ll need to elect your investments. Determine about option is best for you.

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ATBlueprint® Create and Customize form Provide us information on other retirement accounts and customized measurements and we will provide you an updated ATBlueprint.

Complete a Rollover Form (if applicable) Roll over a 401(k) or IRA account from a previous employer. Note: only needed if you choose to transfer an outside retirement account into a new retirement account.

Enroll Now Once you have completed the steps above, it’s time to enroll!

Review Your Account Online Log into your account at americantrustretirement.com. To learn how to navigate the website, click here.

Important Note Contact your employer to determine if there is a deadline to submit this information. !

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