American Trust Simply Better Retirement Planning Services
- Do you know who is designated as your "Discretionary Trustee", therefore assuming fiduciary liability for your retirement plan?
- Do you receive quarterly, easy to read breakdowns of your retirement plan?
- Do you have investment access to your retirement plan account balance via telephone, internet, or text message daily?
-Are you paying only ONE streamlined fee for all administrative services associated with your plan?
Kurt Wedewer, Senior Vice President of American Trustand the professionals of The Blair Group, LLC, have come together to provide an innovative, comprehensive alternative to traditional corporate retirement plan offerings. Their goal is to provide Simply Better Retirement Planning Services to their clients by presenting a retirement plan with:
-Simply Better local customer service -Simply Better account access for your employees -Simply Better legal trustee options backing your plans
Please call Nancy to set up your complimentary, no obligation plan review.