ATA + Retirement

ATA’s With more than 50 years’ experience, ATA + Retirement understands the strategic, operational, and regulatory issues related to your retirement plan.

We focus on the individual needs of our clients to provide the greatest outcome for their plan.

Our experience in performing various types of third party administration, auditing, plan design, and consulting services for defined benefit retirement plans enables us to deliver the highest quality professional services that you deserve. We strive to provide timely and personal attention to our clients.


Retirement Services:

  • Plan Customization & Design
  • Plan Installation
  • Drafting of Plan Documents & Amendments
  • Employer Consultations
  • Third-Party Administration & Recordkeeping Services
  • Employee Communications
  • Regulatory Compliance Testing
  • Audited Financial Statements
  • Governmental Reporting & Filing
  • Distribution & Loan Processing
  • Audits of ERISA & Governmental Plans

Resources & Media

ATA Retirement and Compliance Guide

Selecting a Retirement Plan

Compliance Issues

Let us help your business grow!

Our extensive experience in many different industries makes us qualified to serve you!

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