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


Resources

ATA Retirement and Compliance Guide

retirement

Selecting a Retirement Plan

Compliance Issues


Insights

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2022 Year-End Tax Planning for Individuals

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