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”)...
CLICK HERE TO READ PUBLIC RELEASE EdgeCo Holdings, L.P. (“EdgeCo”) has entered into a definitive agreement with Unified Trust Company, N.A. (“Unified Trust”) to become part of its subsidiary, American Trust Company (“American Trust”).The agreement...
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.
American Trust Retirement partners with Financial Finesse to offer Advisors and Plan Sponsors award-winning financial wellness programs
Partnership empowers firms of all sizes with proven financial wellness services previously only available to Fortune 1000 American Trust Retirement (“ATR”), a leading provider of best-in-class technology-enabled solutions for financial...
National recordkeeping scale reflected in new branding A Bill of Rights synonymous with the brand promises to deliver state-of-the art recordkeeping solutions Building off the success of a 100 year-long tradition, American Trust Retirement is a...
First Mercantile Trust Company (“FMT”) has entered into a definitive agreement to acquire American Trust Retirement (“ATR”) from American Trust & Savings Bank. FMT is a subsidiary of EdgeCo Holdings, Inc. (“EdgeCo”), a leading provider of technology-enabled retirement solutions for financial intermediaries and their clients.
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