advisors
Our goal is to help you reach your goal: Earn new clients and keep them.
At American Trust, our business plan is simple. Support financial advisors. Help them earn more relationships. Deliver unparalleled quality of service to employers and their employees every day.
We think you should be able to count on an expert retirement plan partner who has your back every day. At American Trust, it’s more than a slogan; it’s a commitment to excellence that we’ve distilled to an Advisor Bill of Rights.
We invite you to read it. Share it. Count on it.
Advisor Bill of Rights
We make it easy to start new plans.
Better plans lead to better outcomes.
We measure success.
Choice is only the Beginning
Should retirement plans be one-size-fits-all? Absolutely not. That’s why we’re committed to truly open architecture. That means flexibility in plan design and flexibility in investment choices. To us, it also means 3(38) investment manager offerings, 3(16) plan fiduciary services, and comprehensive education and engagement campaigns to reach every employee of every plan. Reach out to talk about your practice and learn more about how we can help you earn and keep successful retirement plan clients.
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It’s not about just delivering excellent service. It’s about outcomes.
About American Trust
© 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
