American Trust Retirement Planning Services, for the fourth consecutive year, was ranked among the top 10 retirement plan providers nationwide and designated Best in Class by PLANSPONSOR Magazine, published in November 2011 by Asset International, Inc. The publication is geared toward employment executives charged with providing income and benefits to retirees through investment.

The rankings are based on qualifying results from approximately 50,000 survey questionnaires the magazine sent between late June and late August 2011 to defined contribution plan sponsors in its database and client lists provided by plan providers. A total of 6,885 usable responses were received.

Across all market sizes (less than $ 5 million to greater than $ 1 billion in plan assets) American Trust Retirement Planning ranked number two nationally in average employee participation rate at 80.7%, topping such national providers as MassMutual, Fidelity, The Hartford, Principal, ING, and John Hancock. American Trust ranked number four nationally in the percentage of clients with relationships greater than seven years, and ranked number six nationally for plan providers extremely likely to recommend American Trust Retirement Planning at 84.1%.

Letter grades were assigned to the cumulative participant and sponsor services scores, with A+ scores for 96 to 100%. In the Small Market, $ 5 Million to $ 50 Million category, American Trust Retirement Planning earned an A+ grade at 97.5% and earned 10 Best in Class awards in 10 sponsor services categories. American Trust also earned an A+ grade at 97.9%, and 12 out of 13 Best in Class awards in the participant services category. American Trust ranked number one in average participation rate in the Small Market.

Were extremely proud to have earned the number one participation rate ranking in the small market and the number two participation rate ranking across all market sizes, said Kurt Wedewer, American Trust executive vice president and division manager. During these turbulent times, our employee participation rates are a meaningful indicator of the quality, dedication, and commitment to our plan sponsors and their employees provided by American Trusts retirement planning experts and professional support staff, he added. Our constant client care and communication have enabled many participants to make important contributions to their financial future despite the troubled economy.

According to PLANSPONSOR Magazines web site, with a circulation of more than 35,000 and readership over 110,000, the magazines goal is to help plan sponsors design the best retirement plans and put in place winning investment strategies, through service-oriented articles that stress objective analysis and pragmatic solutions. Readers range from those who oversee very small plans with several million dollars in assets to giant public funds with tens of billions of dollars in investments. PLANSPONSOR Magazine has served retirement plan sponsors since 1993, and it is considered to be the premier monthly publication reporting on the pension industry.

American Trust Retirement Planning Services is a division of American Trust & Savings Bank, which is a subsidiary of ATBancorp, Inc., a $ 943 million bank holding company headquartered in Dubuque. American Trust has 10 full-service bank offices in the Iowa communities of Dubuque, Dyersville, and Farley, and an office in West Des Moines at 9350 University Avenue. It also offers retirement planning and wealth management services with an office in San Mateo, California.

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Subscribe for daily health news. Like/Dislike, Favorite, Comment, Embed on Blog, Facebook Share, and Tweet this video. Get the word out on this video. – Monday May 23 2011 12:04 am en.wikipedia.org OWL – The Voice of Midlife and Older Women was founded in 1980 (as the Older Women’s League) after a White House mini-conference on aging in Des Moines, Iowa. The foundation for all future activism by OWL followed from these issues: a recognization of the value of women’s work, paid or unpaid; a focus on the economic plight of women in later years; and an attack on inequities inherent in public policy. As the only national grassroots membership organization to focus solely on issues unique to women as they age, the Older Women’s League (OWL) strives to improve the status and quality of life for midlife and older women. OWL is a nonprofit, nonpartisan organization that accomplishes its work through research, education, and advocacy activities conducted through a chapter network. Now in its 29th year, OWL provides a strong and effective voice for the more than 70 million women age 40 and over in America. OWL has created a powerful and effective grassroots network of over 30 chapters nationwide composed of women and men of all ages dedicated to winning economic, health, and social equity for midlife and older women . OWL’s current Executive Director is Ashley B. Carson. Carson has a background in advocating on behalf of disadvantaged women and older adults. OWL leaders and members …
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Retirement planning is usually at the bottom of everyone’s long list of things to do, according to Bill Losey. But like any important task, “It needs to go on your calendar, or it’s not going to get done,” he advises.

“By creating National Retirement Planning Month we’ll have an annual event to draw attention to this important topic, and get it moved from the To Do list to an Annual Checkup every July. Once people focus on the topic, it will become less painful,” Losey adds.

Losey created National Retirement Planning Month after hearing the concerns of the 5000 subscribers to his ezine, Retirement Intelligence. 40% of his readers’ most significant concern is outliving retirement money, followed by 19% with concerns about health issues, and 17% about being able to keep up with inflation.

Convinced that if retirement planning started early enough, these concerns could be minimized, Losey hopes to start baby boomers, as well as younger generations, thinking about retirement strategies and educating themselves on their options.

During National Retirement Planning Month, Losey is offering free teleseminars that will address retirement and other financial issues. Guests include:

Ann Fry, the CEO and Head Boomer of It’s Boomertime will appear on Thursday, July 19th, 10 a.m. EST. For more information on Ann, visit her online at http://www.itsboomertime.com.

Jeff Thredgold, Economist, Futurist, President of Thredgold Economic Associates, and author of ECONAMERICA: Why The American Economy is Alive and Well…and What That Means To Your Wallet will be Losey’s guest on Friday, July 20th at 12 p.m. EST. You can learn more about Thredgold at http://www.thredgold.com.

Kendra Todd, best selling author of Risk and Grow Rich: How To Make Millions in Real Estate and the only woman to have won on Donald Trump’s popular television show The Apprentice, will be Losey’s guest, Friday, July 27.

“I’m going to ask these experts the same questions I’ve been asked by over 500 of my seminar attendees during the last six months.” Losey states. Losey is referring to his seminars in California, New York and Pennsylvania for people in the 50-62 age range. Losey indicates that no matter what part of the country he is in, he always hears the same 10 questions.

Some of those questions are: “When can I retire?” “How much money will I need to retire?” “How long should I plan to live for?” “How do I keep up with inflation?” “Should I take Social Security now or later?”

Those questions and the others that Losey will ask his guests are his part in educating the public, and promoting July as National Retirement Planning Month.

Asked why he selected July as National Retirement Planning Month, Losey states: “We celebrate our country’s independence in July, so it’s a good time to also think about our own financial independence. We usually spend more time with our families in July, with vacations and the kids out of school. As we enjoy their company, it’s a good reminder that we don’t want them to have to worry about taking care of our financial needs some day.”

“I’m on a mission to help as many people as possible live the retirement life they want,” Losey stated. To further his mission of educating the public about retirement planning, Losey’s book, Retire in A Weekend! The Baby Boomers Guide to Making Work Optional, will be released in November 2007. National Retirement Planning Month is just the start of the educational process. There’s much more to come,” promises Losey.

For more information on the teleseminars, including guests, dates and telephone numbers, visit the National Retirement Planning Month blog.

About Bill Losey

Bill Losey, CFP

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Nationwide www.nationwide.com Life Comes at You Fast commercial where a young mans reflection quickly grows old. This plan for retirement commercial is just one of many funny Nationwide Commercials. To see more check out the You Tube Channel NationwideInsurance

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