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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Acquisition of American Trust Retirement

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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