ASAE Retirement Trust

Re-envisioning the future.

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Why us

Why the ASAE Retirement Trust; Why now?

There’s a retirement crisis and it impacts employee well-being and productivity.

Americans are highly anxious about their retirement security, and for good reason. The average working household has virtually no retirement savings. The collective retirement savings gap among working households age 25–64 ranges from $6.8 to $14 trillion, depending on the financial measure.
(National Institute on Retirement Security — "The Retirement Savings Crisis: Is it worse than we think?," June 2013)
At night many Americans ponder how to make ends meet… When morning comes, these same Americans take their places in factories and offices where they are expected to do their best to compete across a global economy. But these workers don’t leave their money worries at home.
(Consumer Financial Protection Bureau — "Financial Wellness at Work: A review of promising practices and policies," August 2014)

At ASAE: The Center for Association Leadership, we’re concerned about this crisis and we know you are too. At the same time, it’s becoming more challenging than ever to recruit and retain top talent.

There has been a seismic shift in the war for talent. As the US approaches full employment and Millennials become the largest cohort in the workforce, the basis of competition has shifted from managing with a small, core group of employees and outsourcing as much as possible to building and maintaining an advantageous employee base. Hence the need for a renewed emphasis on and new ways of recruiting, onboarding and retaining top talent.
( — "How to Win the War for Talent in 2015," January 7, 2015)

As the premier source of essential tools that make your organization more successful, ASAE: The Center for Association Leadership is proud to offer the association and nonprofit community an innovative new option to address these two pressing problems of our time — The ASAE Retirement Trust.

Created by association professionals for association professionals, the ASAE Retirement Trust reflects attention to the values of our community and a commitment to delivering essential features and benefits.

You value

Your Mission

Feature: We’ve done extensive due diligence and made it easy to sign-on, get up and running, and stay on track. Plus, our team takes care of items such as employee notices, eligibility tracking and distribution management.

Benefit: You’ll spend less time vetting providers and paying attention to the administration of your retirement plan, which means you'll have more time available to focus on your organization’s mission.


Feature: We offer the flexibility to select plan design elements that are important to your organization and your participants.

Benefit: Your organization can deliver a high quality employee benefit that can tip the scales when recruiting top level talent and also help to retain current staff.

Fees & Expenses

Feature: We used ASAE’s leverage in the market to gain access to institutional pricing that’s often out of reach for most associations and nonprofit organizations.

Benefit: The ROI increases for you and your employees. And every dollar invested in your plan goes further.

Risk Management

Feature: A third-party expert selects and monitors the investment choices available in the ASAE Retirement Trust. This expert has responsibility, and fiduciary liability, for the quality of the investments.

Benefit: You have the support you need to meet your fiduciary obligations.

Learn More

about how the ASAE Retirement Trust can benefit your organization.