Sample Sales Proposal Booklet-Howard Capital Management

Communicating Plan Results

Plan Sponsor ATBlueprint ® The real measurement of an effective retirement plan is the ability for employees to retire successfully. The Plan Sponsor ATBlueprint illustrates at a plan level how prepared their employees are for retirement by outlining overall plan health, age segmented comparison, detailed year-by-year comparison, and participant investment profiles. Click here to view a sample Plan Sponsor ATBlueprint ® . Annual Plan Review Each year, we commit to providing you an update on the overall health of your plan, including total assets, number of participants, average account balance, participation rate, and average deferral rate from the plan’s transition to now. It illustrates, at an individual and plan level, the plan’s progress through ATBlueprint ® statistics, current ATArchitect ® results (if applicable to the plan), and highlights insurance needs.

Silver Award of Excellence 2017 PLANSPONSOR Survey

In the $5 million to $25 million market, American Trust received nationwide high marks when our plan sponsors answered the following question: How satisfied are you with your provider?

For more survey results, click here.