The acquisition expands American Trust’s reach in the Midwest and Western U.S. and enhances core institutional outsourcing capabilities.
The Retirement Plan Landscape is Becoming Increasingly Challenging for Small Recordkeepers. Is it Time to Consider Outsourcing?
Dynamics within the retirement plan landscape are shifting: plan sponsors and participants are demanding new levels of service, technology and fiduciary oversight, while technology advancements, cybersecurity threats and investment menu changes place a larger burden on small recordkeepers.
American Trust Company, a leading, full-service provider of retirement solutions to small- and mid-sized plan sponsors, has signed a definitive agreement to acquire Denver based LT Trust Company (LT Trust), a national retirement plan provider and recordkeeper.
The SECURE Act made way for a new era of retirement planning with the introduction of Pooled Employer Plans (PEPs), allowing groups of small, unrelated businesses to come together and share resources. These plans enable small businesses to provide...
Read the Public Release MEMPHIS, Tenn.--(BUSINESS WIRE)--AT Retirement Services, LLC (American Trust Retirement), a leading, full-service provider of retirement solutions to financial intermediaries and their clients, has acquired Stanley Benefit...
The current hesitancy over how they will take shape will be overcome by appreciation among advisers and sponsors alike at the prospect of expanding retirement coverage, sources say. Read the article on Planadvisor.com that quotes Micah DiSalvo,...
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