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Family-owned bank founded in 1911. Retirement Planning beginning in 1952. Largest privately held bank in the state of Iowa providing Retirement Planning Services. Partner with a Proven & Established Firm Our History – American Trust
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American Trust Recognized 2010 PLANSPONSOR/PLAN ADVISER MAGAZINES Defined Contribution Survey Results Average Participation Rate 2010 2009 2008 American Trust 84.2% 83.7% 80.7% Mass Mutual 77.1% 76.1% 75.7% Fidelity 77.3% 74.3% 73.9% The Hartford 69.5% 72.7% 74.1% Principal 75.1% 73.9% 75.0% ING 76.8% 73.9% 75.2% John Hancock 69.6% 66.5% 79.1% Would Recommend Our Product 2010 2009 2008 American Trust 97.6% 97.9% 88.9% John Hancock 96.0% 92.2% 97.9% Principal 91.8% 92.0% 89.5% The Hartford 96.2% 91.1% 83.1% Mass Mutual 93.6% 90.6% 78.7% ING 90.2% 87.8% 92.4% Fidelity 95.8% 82.6% 85.0% Highlights From the Survey. #1 Retirement Plan Provider in the Participant Services category. 7 “Best in Class” Awards for Sponsor Services in the micro market. Ranked 1st nationally in the Average Client Participation Rate. 3rd nationwide in the Extremely likely to Recommend category. Ranked 3rd nationally in Percentage of Client with 7+ Year Relationships , a new category in the 2010 survey. Complete Survey results at www.plansponsor.com www.planadvisor.com 100% Retention 8 out of the last 12 years!
How did we get here?:
How did we get here? Service – Client Focused. Personalized Attention. Committed to providing the tools & knowledge to achieve success. Technology – Idea Driven. Innovative Concepts. Flexible, capable, personalized, & efficient. Plan Design – Unparalleled Expertise. Customized for You. Customized to fit every business need. Fiduciary Oversight – Our Responsibility. Your Peace of Mind. Providing the greatest level of fiduciary support. Investments – Unbiased Approach. Comprehensive Solutions. Achieving consistent results with minimized risk. Cost efficiency – Better Solution. Better Price. No unreasonable costs.
Target Market:
Target Market Small to mid-sized business owners Plan size approximately $1 – 20 MM 1 - 2,000 Employees Target niche specialties Physicians, veterinarians, attorneys, engineers, and other companies with highly compensated leadership Existing clients who are business owners Business owner referrals
What are the Benefits?:
What are the Benefits? Refer a valuable retirement option Gain outstanding sales support You make the referral and American Trust does the rest. Earn referral fees Build relationships with business owners in your community.
Summary:
Summary American Trust Retirement Planning provides a custom retirement solution based on businesses needs.
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Any Other Questions? Dennis Herber First Vice President 563.589.7134 Jim Manzi First Vice President 650.548.3106 Michelle Breitbach New Business Marketing Manager 800.548.2994 x137 563.589.7137 Diana Miller New Business Marketing Coordinator 563.589.7146 or x146