2018 Winter-AT.ai

YOU ASKED. WE ANSWERED. How do I make investment changes online? We have a helpful guide that shows participants how to make changes to investment elections, move money, and rebalance. We make it easy! Click here for a copy of this step-by-step guide.

Our Participant Services team is always happy to answer any questions. Just call 800.548.2994.

Navigating Your Path to Retirement

Our clients and participants utilize the ATBlueprint ® to aid them in retirement readiness. It is a powerful process that helps a participant draw a path to retirement. The ATBlueprint helps shows participants how to improve their retirement outlook by saving more now and/or reducing income needed during retirement. Small changes that a participant makes today, can lead to being better prepared for retirement in the future! Click here for information on How to Read Your ATBlueprint.

Customizing an ATBlueprint creates a better picture of a participant’s future progress projection. Participants can add information on outside assets and make modifications to individual retirement demographics, including retirement and Social Security age, retirement goal (income need), Social Security, spousal Social Security, and years in retirement. Click here for more information on how to customize the ATBlueprint.

Having a foundation today in retirement savings will assist participants in meeting retirement goals in the future. Encourage your participants to take the time to review their ATBlueprint today!

Participants can contact us at 800.548.2994 or email retirementexpert@americantrust.com.