N A P A B L A C K B O O K 2 01 9 | N A P A F I R M P A R T N E R S | T O O L S & T E C H N O L O G Y NAPA FIRM PARTNERS
D U B U Q U E , I A | a m e ri c a ntrustre t i r e m e n t . co m KEY CONTACTS
APPO GROUP
A V E N T U R A , F L | ap p o group . com KEY CONTACTS
Micah DiSalvo | 608.215.5882 | mdisalvo@edgecoholdings.com Phil Maness | 901.463.1140 | pmaness firstmerc.com Kurt Wedewer | 563.599.6512 | kwedewer americantrust401k.com
Bill Duncliffe | 978.766.5996 | bill.duncliffe appogroup.com Cindy Jones | 410.992.5500 | cindy. ones appogroup.com
FIRM PROFILE
Appo Group provides a self-service, cloud-based system to uickly create and manage retirement plan communications for participants including highly customized transition and enrollment materials and forms. The Appo system leverages industry-standard software and gives companies with limited staff and IT resources an easy, low-cost option to compete with larger providers.
IN BUSINESS SINCE
2013
PRODUCT/SERVICE CATEGORY
Participant Communications, Software
American Trust Retirement is one of the nation s leading providers of small to midsized retirement plans. Client-centric and intermediary distributed, American Trust provides full service Recordkeeping, TPA, CIT, Discretionary Trustee and ( ) capabilities. American Trust services include a uni ue approach to plan design, investment strategies and state-of-the-art technology. 1911
Asset Allocation, Advice/Guidance, Administrative Services, Trustee/ Custody, Consulting/Plan Design, Participant Communications, Lost Participants, Software, Other
PRODUCT/SERVICE DESCRIPTION
A core focus of American Trust Retirement is to provide our clients efficient, scalable, state-of-the art technology solutions. ATFutureBuilder is American Trust s proprietary online interactive participant experience that helps participants understand their retirement readiness. ATBlueprint collects participant information entered in ATFutureBuilder, including information on outside assets. It guides participants in preparing for retirement by defining the relationship between current and future income needs pro ecting a beneficiary s monthly benefits estimating annual costs of long-term care insurance suggesting ways to increase the retirement balance using monthly returns in future progress pro ections and cost of living ad ustments based on residence and offering relevant ways to improve outcomes. Building on ATBlueprint , our partnership with Financial Finesse allows advisors to work seamlessly with clients on a strategic financial wellness program that includes discussing a manageable level of financial stress a lifestyle with no high interest debt an emergency savings fund and a sufficient insurance and estate plan. American Trust participants also have access to EvoShare, which turns spending patterns into additional 401(k) contributions. By tapping into people s spending, EvoShare offers participants a new source of retirement dollars and makes 401(k) savings a daily habit.
FIRM PROFILE
IN BUSINESS SINCE PRODUCT/SERVICE CATEGORY PRODUCT/SERVICE DESCRIPTION
Appo s self-service cloud platform is easy to use and leverages Adobe InDesign. Key features include
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1. ou can use Appo s Retirement Plan Content Library or create your own. 2. our communications are created in Adobe InDesign and your variable data elements are placed directly in your InDesign templates and they remain in InDesign throughout the life of your communications. 3. ou, your remote offices, and your intermediaries can enter, select and upload plan data directly into the permissions-based Portal.
NAPA-NET.ORG
AMERICAN TRUST RETIREMENT
4. With a click of a button, you can merge your data with your InDesign template to generate custom PDFs in real time and you can generate as many PDFs as you want, as often as you want. 5. ou can access your PDF Library at anytime, from anywhere and you can link to the PDF Library from your emails and microsites. 6. our communications team, field reps, and advisors can log into the secure Appo Portal from any browser to view, download, and, if desired, place orders for the printing and distribution of your communications. 7. Appo System will interface with the printing company of your choice or one of our print partners.
American Trust Retirement is the only Recordkeeper to currently offer the Plan Governance Index, a tool that provides advisors a way to uantify the impact of their work beyond investments and fees. The Plan Governance Index provides a comprehensive way to measure plan success by evaluating the process of investments, plan administration and participant outcomes.
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