Toll Free Number – 888.403.9400

401(k) / 403(b) Plans

We are a Full-Service Provider to setup, takeover, manage, and provide Investment guidance along with Financial Wellness programs. We also act as your 3(38) and 3(21) Fiduciary.

SIMPLE IRA Plans

For smaller and start-up companies looking to offer a company retirement plan to their employees. Easy and simple to setup and manage. Atlas provides the setup, on-boarding, education, and ongoing Investment guidance.

Health-Savings Accounts (HSA)

For companies and individuals that have a High-Deductible Healthcare plan. A HSA allows you to assign money to “current year” medical expenses and the balance towards long-term healthcare expenses that grows tax-free.

Executive Compensation Retirement Plan

We offer SERP (Supplemental Executive Retirement Plans) to reward and compensate your most important executives at your company.

401(k) / 403(b) Plans

Health-Savings Accounts (HSA)

Executive Compensation Retirement Plan