Alliance Trust Company Retirement Plans

Alliance Trust Company has developed a proprietary qualified retirement plan program that’s cost-effective while meeting the needs of a variety of businesses. These retirement plans include 401(k), 403(b), profit-sharing plans, SIMPLE IRAs, and defined benefits plans.

With our retirement program, Alliance Trust Company and its partners act as the “Investment Manager” as defined in ERISA section 3(38) – relieving the plan sponsor of this significant liability.

In addition to our retirement plan program, Alliance Trust Company supports the following types of Individual Retirement Accounts (IRAs):

  • Contributory IRA (Traditional IRA)
  • Rollover IRA
  • SEP IRA
  • Spousal IRA
  • Stretch IRA
  • Conduit IRA
  • Roth IRA
  • Inherited IRA
  • Self-Directed IRAs

No matter what stage of life you’re in, Alliance Trust Company provides the guidance and services to help you successfully prepare for retirement.

Want us to give you a call?

Let our experienced team help you with your trust needs