Once They Catch On, PEPs Could Grow Exponentially

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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When Will the Game Stop?

It is not every day, heck not even every lifetime, that an opportunity to turn $10,000 into $100,000 in less than a month presents itself. If I told you there were four opportunities in the last month to do just that, you may ask me when’s my next...

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EdgeCo Completes Acquisition of Unified Trust

The $5B retirement plan provider and fiduciary becomes part of EdgeCo subsidiary American Trust MEMPHIS, Tenn.--(BUSINESS WIRE)--EdgeCo Holdings, L.P. (“EdgeCo”) has completed its acquisition of Unified Trust Company, N.A. (“Unified Trust”)...

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Retirement Advisor Success Redefined – Actionable ideas from industry experts (webinar)

American Trust Retirement invites Financial Advisors to a special Webinar event. Together with senior leaders from State Street Global Advisors, Ascensus, GRPAA and Ameritas, American Trust Retirement is hosting a virtual panel discussion for the benefit of Retirement Plan Advisors. Unprecedented times call for the industry to come together to help Advisors navigate retirement plan clients through the implications of this global pandemic.

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