About

The 401k Platform

Alta Trust has established the leading 401k platform in the industry. We make that statement with full confidence. Our open architecture program gives you a 401k plan that you can confidently offer to employees as they prepare for retirement.

The Alta Trust open architecture program provides a flexible and comprehensive set of tools to help you administer a contemporary 401k plan. We offer services that you expect in a 401k plan. But, we also provide some very unique unexpected surprises.

• Choice of 8500 mutual funds from over 400 fund families
• Inexpensive share class options
• The Tactical Advantage Funds^TM
• Collective Investment Funds
• Fee recovery program from mutual fund companies
• Daily valued recordkeeping website
• Efficient system for contributions and distributions

The Alta Trust platform provides a platform for the administration of all types of retirement plans including:

• 401k Plans
• Profit Sharing Plans
• 403 b Plans
• 457 Plans
• Defined Benefit Plans