“Will I have enough for the retirement I want?” The iRetire® plan can help the advisor determine his/her client’s needs with an easy to understand retirement gap analysis. This tool shows the relationship between your client’s savings and the number that really matters: the income they could have each year in retirement. It helps empower decisions, illustrating the tradeoffs between risk, retirement date, income needs and spending.
Mid Atlantic is Proud to Introduce our 401(k) Composite Benchmark Report: Press Release
Available at no charge to current customers, the Mid Atlantic Trust Company’s 401(k) Composite Benchmark provides in-depth analysis of investment data from over 28,000 401(k) plans. The tool, which shows rankings across a wide range of plan sizes, industries and participant risk tolerance levels, empowers those responsible for the financial well-being of others to have access to an objective measurement of their own plan’s performance.
To sign up to receive this report on a quarterly basis please email marketing.
Beginning October 2016, SEC-mandated reforms will go into effect, imposing floating NAV rules, fees, and gates on certain types of money market funds.
We encourage advisors and money managers to begin preparing for these changes given the time involved with the transition period and shareholder approval. Evaluating current investments, regulatory impact, and potential alternative investments will also require a prudent process.
In response, Mid Atlantic Trust Company is pleased to present to you an alternative FDIC insured demand deposit* product called DepositxChangeTM. This can be used as a standalone investment or part of a model in the qualified plan space. Please review the following linked fact sheets for further details regarding this cash alternative:
If you have any questions, you may contact your Mid Atlantic relationship manager by calling (800) 693-7800.
Mid Atlantic Capital Group is pleased to announce a December 1, 2015 release date for AdvisorSight™, a fully integrated and customizable platform that delivers market-leading technology solutions to the Mid Atlantic supported advisor community. AdvisorSight™ will be replacing our previous portfolio performance reporting and account aggregation service provider.
Please take this opportunity to click here for more information.
Mid Atlantic is pleased to have partnered with RCP Solutions to resolve long outstanding checks issued for plan distributions, loans, rollovers, as well as statements for orphan accounts The program has been very successful to date in locating many of these “lost” individuals. Many of our business partners have expressed an interest in utilizing this process to attempt to locate lost participants from employee benefit plans whose funds still remain in the plan. These would most likely be participants with higher dollar balances that cannot be forced out of the plans. Please take a moment to review the Service Announcement for details on how this process works for our customers. If you are interested in leveraging this new offering. please contact your Mid Atlantic Relationship Manager.
Mid Atlantic is pleased to announce the upcoming upgrade of our performance reporting platform. The upgrade includes the installation of the latest version of Advent Portfolio Exchange (APX – version 4.7) as well as enhanced technology infrastructure, including new servers and communication software. A proven solution used by more than 800 investment firms worldwide, APX version 4.7 is the latest portfolio reporting system from Advent, a pioneer in portfolio management technology and a trusted market leader for 30 years. Benefits of the upgrade will include improved internal operational efficiencies, cost basis reconciliation, advanced search capabilities, Windows 7 & 8 compatibility, an improved graphical user interface and reporting capabilities based on the latest industry-standard Microsoft Reporting Services framework.
ModelxChange Managers Program (MMP) is a separate-account manager platform designed to help Mid Atlantic advisors provide sophisticated, yet cost effective, portfolio management solutions to their clients. MMP utilizes Mid Atlantic Trust Company’s proprietary ModelxChange® technology enabling third-party managers the ability to offer ETF and Mutual Fund based model portfolios in an extremely efficient and cost effective way.
- Access to an extremely cost effective and efficient approach to third-party managed account strategies
- Account minimums as low as $25,000*
- Ability to create customized portfolios utilizing some of the nation’s leading model-based third party money managers
- Flexible online access to manager fact-sheets
- Access to over 30 third party managers representing more than 150 different model strategies including MPT, Quantitative, and Tactical approaches
- Ability to customize portfolio holdings by excluding certain ETF’s or Mutual Funds
- Quarterly performance reporting
Mid Atlantic is pleased to announce the addition of two new managers to the MMP line-up: Horizon Investments of Charlotte, NC and Alpha Investment Management of Cincinatti, OH. Mid Atlantic Plans to include additional managers throughout the coming year.
* – Some managers may impose account minimums at an amount higher than $25,000
Mid Atlantic would like to share with you the latest news regarding ModelxChange®. ModelxChange® is ideal for those Professional Money Managers, Investment Advisors, and Plan Record Keepers who want to stay on the forefront of the 401(k) marketplace, and are interested in maintaining a larger share of the generated revenues. It is also a great platform for high net worth accounts.
If you would like more information on ModelxChange®, please contact Brian Lenz or John Hufnagel at MATC by calling 1-800-693-7800.
Mid Atlantic announces release to customers of its newly developed technology that successfully fulfills the Department of Labor’s retirement plan fee disclosure requirements. The intent of these disclosures is to assist account owners in identifying conflicts of interest and to determine whether the fees for services rendered are reasonable.
Our initial disclosure, delivered electronically to the designated statement contact of the plan, describes the services provided by Mid Atlantic and the amount and source of payment for those services. If there is an another contact to whom you believe the disclosure should be directed, please contact your Relationship Manager at 412.391.7077.
We are pleased to bring you Referral-EDGE, an interactive, web-based tool developed by Infinata, Inc., and customized for National Financial clients. Referral-EDGE taps into an extensive database of timely, relevant, and public information on high-net-worth individuals, retirement plans, centers of influence (COIs), foundations, and endowments. It can help you gain insight into your existing clients, uncover qualified prospective clients, and network with influential professionals. Use it to help develop richer relationships and uncover strong connections for referrals. Contact Paul Edwards (firstname.lastname@example.org) for more information.