Insperity Retirement Services is excited to announce that client-sponsored retirement plans we service will soon transition to Mid Atlantic Trust Company for trustee and/or custodian services. This change will result in consolidated billing, Plan Sponsor trust account access and a streamlined participant deposit process.
If you sponsor a plan through Insperity, you will need to sign new documentation reflecting the change. You should have received emails in September with details about the transition, as well as an email from DocuSign containing a link to review and sign the required documents.
- If you have already signed the documents through DocuSign, thank you. You’ll receive an email with details about the transition date for your plan.
- If you have not yet submitted the documents, please try to do so promptly so we can ensure a smooth experience for you and your employees. Once documents are received in good order, we will schedule the transition for your plan and notify you.
About Mid Atlantic Trust Company
Mid Atlantic Trust Company, doing business as American Trust Custody, is a leading financial services organization. It provides a wide array of brokerage, advisory and trust services to a diverse national client base of financial advisors and institutions, asset managers and benefits administrators through its various affiliated companies. Because Mid Atlantic Trust Company provides these services, they have plan investment data on over 100,000 401(k) plans representing approximately $147 billion in assets. Please reach out to your designated plan consultant or the 401(k) Plan Consulting team at 401kcspservice@insperity.com with any questions.