DISCLOSURES

Before investing it is important that you understand that securities and insurance products involve risk and may lose value. They are not FDIC insured or insured by any Federal government agency and are not deposits of, guaranteed or insured by American Trust. Asset allocation of your investments does not guarantee a profit or eliminate the risk of loss of value of assets. American Trust cannot guarantee that any participant will achieve a successful retirement. American Trust does not provide tax, accounting or legal advice, and information presented about tax considerations is not intended as tax advice and should not be relied upon for the purpose of avoiding any tax penalties. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their personal professional advisors.

American Trust Company is a wholly owned subsidiary of Mid Atlantic Capital Group (MACG). The following affiliates may provide the services noted. Securities offered through Mid Atlantic Clearing & Settlement Corporation, member FINRA/SIPC. Advisory services offered through Mid Atlantic Financial Management, Inc., a registered investment adviser. Sub-custody and trust services offered through Mid Atlantic Trust Company, a non-depository trust company. Recordkeeping services offered through AT Retirement Services, LLC. Insurance products and services offered through AT Insurance, LLC.

Not FDIC Insured | No Bank Guarantee | May Lose Value

Pooled Employer Plan Disclosures

The products and services described in this document are subject to all current and future laws, regulations and service terms. These materials have been provided for discussion and marketing purposes only and are not intended to be legally binding. Actual services provided may vary based on changes in applicable laws and specified contract terms.

American Trust is a marketing name encompassing services offered by AT Retirement Services, LLC, American Trust Company, and/or AT Insurance, LLC. The following affiliates of AT Retirement Services, LLC may provide the services noted. Trust and custody services offered through American Trust Company. Securities offered through Mid Atlantic Clearing & Settlement Corporation, member FINRA/SIPC. Advisory services offered through Mid Atlantic Financial Management, Inc., a registered investment adviser. Sub-custody and trust services offered through Mid Atlantic Trust Company, a nondepository trust company.

Not FDIC Insured | No Bank Guarantee | May Lose Value

Updated 07/09/2021

 

About American Trust

American Trust is a promise kept for more than 50 years to help clients succeed on their retirement savings paths. Today, we are more than 400 people focused on one thing – improving retirement outcomes.

©2018 American Trust

Disclosures |Privacy Policy | CCPA Policy | For California Residents: Do Not Sell My Personal Information

Contact Us

Participants:
Call 1-800-548-2994 or visit our Self Help page.
*For participant requests, please call the Customer Service Center. Email requests will not be accepted.

Employers & Partners:
1-800-548-2995

Interested in becoming a partner?
1-800-548-2993