Mutual of Omaha Retirement Services has announced a strategic alliance with American Trust to offer innovative retirement plan solutions to plan sponsors, participants, financial advisors and third-party administrators.
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...
About American Trust
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:
Interested in becoming a partner?