We provide timely and personal attention to our clients while performing various types of third party administration, consulting, auditing, and plan design services. We deliver the highest quality of retirement solutions that you deserve.

  • Plan Customization & Design
  • Plan Installation
  • Employer Consultations
  • Drafting of Plan Documents & Amendments
  • Third-Party Administration & Recordkeeping Services
  • Employee Communications
  • Regulatory Compliance Testing
  • Audited Financial Statements
  • Governmental Reporting & Filing
  • Distribution & Loan Processing
  • Audits of ERISA & Governmental Plans

What Clients Say...

Our company started partnering with ATA a few years ago around our company's 403b retirement plan. Gabrielle has helped me since day one, and she is the absolute best! Any time I have ever had an issue or question about something, she is always there to help with a quick response and advice. ATA is great, and I would definitely recommend them to anyone.

-Amy Howard, Lifespan Health

Experience Matters

Any business or individual client wants someone honest, understanding of their financial situation, and who they can trust to be on their side. Being a team requires mutual input and honest conversations about what has and will happen. It is important for us to have a solid understanding of your business and you as a person to accomplish your goals. We want a winning team for you and, ultimately, that leads to success for all of us.

-Gabrielle Lorbiecki, Partner

Industry Leaders


ATA Retirement and Compliance Guide


Selecting a Retirement Plan

Compliance Issues


Tax Relief for Student Loan Borrowers

Jun 01 2023


Being a Gig Worker Comes with Tax Consequences

May 24 2023


AICPA Requests IRS Guidance on SECURE 2.0 Act

May 17 2023


Paperwork You Can Toss After Filing Your Tax Return

May 11 2023


Inflation Reduction Act: Tax Breaks and Energy Savings for Small Business Owners

May 04 2023


6 Tried-and-True Strategies for Improving Collections

May 04 2023


Tax News for Investors and Users of Cryptocurrency

May 01 2023


BDO Capital Q1 2023 Manufacturing M&A Market Update

Apr 28 2023


© 2023 Alexander Thompson Arnold PLLC