Plan Advisors

Improve your outcome by improving participant outcomes.

We are in this business for the same reason you are, to help participants achieve their retirement dreams.  No one knows your clients’ financial dreams better than you.  We’re here to provide you with the support, resources and innovation you need to help make those dreams a reality.  This isn’t just talk- ask us to prove it!

Let's Connect

American Trust is proud to provide our partners with a team of industry leaders.

Your Team

Support from American Trust helps you focus on your clients.

Kevin McDevitt

Regional Sales Director - Western Territory

Amanda Kolowski

Associate Regional Sales Director


Kevin McDevitt

Regional Sales Director - Western Territory

Amanda Kolowski

Associate Regional Sales Director


Jerrod Weiss

Regional Sales Director - East Territory

Angela Durham

Associate Regional Sales Director


Rebekah Meredith

Regional Sales Director - Central Territory

Amanda Kolowski

Associate Regional Sales Director


Kevin McDevitt

Regional Sales Director - Western Territory

Amanda Kolowski

Associate Regional Sales Director


Kevin McDevitt

Regional Sales Director - Western Territory

Amanda Kolowski

Associate Regional Sales Director


Kevin McDevitt

Regional Sales Director - Western Territory

Amanda Kolowski

Associate Regional Sales Director


Kevin McDevitt

Regional Sales Director - Western Territory

Amanda Kolowski

Associate Regional Sales Director


Kevin McDevitt

Regional Sales Director - Western Territory

Amanda Kolowski

Associate Regional Sales Director


Kevin McDevitt

Regional Sales Director - Western Territory

Amanda Kolowski

Associate Regional Sales Director


Kevin McDevitt

Regional Sales Director - Western Territory

Amanda Kolowski

Associate Regional Sales Director


Kevin McDevitt

Regional Sales Director - Western Territory

Amanda Kolowski

Associate Regional Sales Director


Kevin McDevitt

Regional Sales Director - Western Territory

Amanda Kolowski

Associate Regional Sales Director


Kevin McDevitt

Regional Sales Director - Western Territory

Amanda Kolowski

Associate Regional Sales Director


Kevin McDevitt

Regional Sales Director - Western Territory

Amanda Kolowski

Associate Regional Sales Director


Rebekah Meredith

Regional Sales Director - Central Territory

Amanda Kolowski

Associate Regional Sales Director


Rebekah Meredith

Regional Sales Director - Central Territory

Amanda Kolowski

Associate Regional Sales Director


Rebekah Meredith

Regional Sales Director - Central Territory

Amanda Kolowski

Associate Regional Sales Director


Rebekah Meredith

Regional Sales Director - Central Territory

Amanda Kolowski

Associate Regional Sales Director


Rebekah Meredith

Regional Sales Director - Central Territory

Amanda Kolowski

Associate Regional Sales Director


Rebekah Meredith

Regional Sales Director - Central Territory

Amanda Kolowski

Associate Regional Sales Director


Rebekah Meredith

Regional Sales Director - Central Territory

Amanda Kolowski

Associate Regional Sales Director


Rebekah Meredith

Regional Sales Director - Central Territory

Amanda Kolowski

Associate Regional Sales Director


Rebekah Meredith

Regional Sales Director - Central Territory

Amanda Kolowski

Associate Regional Sales Director


Kevin McDevitt

Regional Sales Director - Western Territory

Tramica Morris

Program Director


Jerrod Weiss

Regional Sales Director - East Territory

Angela Durham

Associate Regional Sales Director


Jerrod Weiss

Regional Sales Director - East Territory

Angela Durham

Associate Regional Sales Director


Jerrod Weiss

Regional Sales Director - East Territory

Angela Durham

Associate Regional Sales Director


Jerrod Weiss

Regional Sales Director - East Territory

Angela Durham

Associate Regional Sales Director


Jerrod Weiss

Regional Sales Director - East Territory

Angela Durham

Associate Regional Sales Director


Rebekah Meredith

Regional Sales Director - Central Territory

Amanda Kolowski

Associate Regional Sales Director


Rebekah Meredith

Regional Sales Director - Central Territory

Amanda Kolowski

Associate Regional Sales Director


Rebekah Meredith

Regional Sales Director - Central Territory

Amanda Kolowski

Associate Regional Sales Director


Rebekah Meredith

Regional Sales Director - Central Territory

Amanda Kolowski

Associate Regional Sales Director


Jerrod Weiss

Regional Sales Director - East Territory

Angela Durham

Associate Regional Sales Director


Jerrod Weiss

Regional Sales Director - East Territory

Angela Durham

Associate Regional Sales Director


Jerrod Weiss

Regional Sales Director - East Territory

Angela Durham

Associate Regional Sales Director


Jerrod Weiss

Regional Sales Director - East Territory

Angela Durham

Associate Regional Sales Director


Jerrod Weiss

Regional Sales Director - East Territory

Angela Durham

Associate Regional Sales Director


Jerrod Weiss

Regional Sales Director - East Territory

Angela Durham

Associate Regional Sales Director


Jerrod Weiss

Regional Sales Director - East Territory

Angela Durham

Associate Regional Sales Director


Jerrod Weiss

Regional Sales Director - East Territory

Angela Durham

Associate Regional Sales Director


Jerrod Weiss

Regional Sales Director - East Territory

Angela Durham

Associate Regional Sales Director


Jerrod Weiss

Regional Sales Director - East Territory

Angela Durham

Associate Regional Sales Director


Jerrod Weiss

Regional Sales Director - East Territory

Angela Durham

Associate Regional Sales Director


Jerrod Weiss

Regional Sales Director - East Territory

Angela Durham

Associate Regional Sales Director


Jerrod Weiss

Regional Sales Director - East Territory

Angela Durham

Associate Regional Sales Director


Rebekah Meredith

Regional Sales Director - Central Territory

Amanda Kolowski

Associate Regional Sales Director


Rebekah Meredith

Regional Sales Director - Central Territory

Amanda Kolowski

Associate Regional Sales Director


Jerrod Weiss

Regional Sales Director - East Territory

Angela Durham

Associate Regional Sales Director


Use the interactive map to find your dedicated team of professionals.

SUCCESS IS OUR COMPASS

Investment Philosophy

At American Trust, participant success is always our compass.  An integral component of this is an investment process that effectively positions participants for success and is also flexible, allowing you, the advisor, to fulfill whatever investment role makes sense for you and your practice.  Advisors that work with us can manage the investment selections, leverage our models or even take advantage of our powerful Managed Account Platform.

INVESTMENT OPTIONS

Investment options to help navigate your participants to success

  • Extensive access to investment fund managers at the plan level.
  • Help participants get the most out of their portfolios.
  • More than 100 unique investment options that are designed for retirement plan participants.
  • Strong historical returns and a very competitive crediting rate. For more information click here.
  • To help account for changing market conditions, allowing for growth in good markets and defending against losses during major downturns.

Helping clients achieve retirement success doesn’t have to be difficult.

YOUR RETIREMENT SOLUTIONS

Curate solutions to best meet your client needs.

Let’s face it, the industry is complex, but we are here to help curate solutions to best meet your client needs. These are just a few of the many capabilities, expertise and strategic partnerships that we can deliver.

  • 401(k) Plans, 403(b) Plans, 457(b) Plans, 457(f) Plans, Defined Benefit Pension Plans, Cash Balance Plans, Pooled Employer Plans, ESOPs, Solo(k).
  • Open Architecture, 3(38) Investment Manager (models and fund lineup), Employee Managed Accounts, 3(16) Services
  • We offer bundled, unbundled or trustee only plan options. We also have talented in-house actuarial staff ready to serve your Defined Benefit needs.
  • We offer a suite of 3(16) Fulfillment services to improve the efficiency of plan administration for your sponsors.
  • We are pleased to offer both 180 and 360 payroll integration to help your sponsors eliminate the manual process of sending data from the payroll file.  Click here to see our current list of payroll providers.

Contact Us

If you want to produce a massively improved outcome story, work your way - not the providers way, offer customized plan solutions for your clients, or leverage an infrastructure to build and scale your business.

Stock prices pulled back slightly as the S&P 500 experienced its first weekly decline since the start of the year. The week did bring some favorable earnings surprises, with the estimated earnings growth rate now at 3.2%, up from 2.8% a week ago and 1.5% at the end of the fourth quarter.

Stock prices moved higher once again as the S&P 500 surpassed the 5,000-point threshold for the first time and marked its 14th positive week out of the past 15. After beginning negative, recent earnings results have shifted expectations markedly with fourth-quarter net income expected to rise 2.9% compared to a year ago.

Stock prices continued their trek higher as economic data outweighed hawkish Fed rhetoric. The S&P 500 and Dow Jones Industrial Average climbed more than 1% overall, marking the 13th positive week out of 14 for the S&P 500.

Stock prices finished the week with gains as the S&P 500 and Dow Jones Industrial Average once again reached new all-time highs. Earnings growth expectations for the S&P 500 improved last week, with 25% of companies reporting actual results, the most recent estimates coming in at a decline of -1.4% for the fourth quarter and just above 0% for the calendar year 2023.

Stock prices were mixed, but most major indexes finished the week with gains as the S&P 500 and Dow Jones Industrial Average reached new all-time highs. Earnings season is still in the early innings, with only 10% of companies reporting actual results. S&P 500 earnings growth expectations were softened again, with the most recent estimates coming in at a decline of -1.7% for the fourth quarter and effectively 0% for the calendar year 2023.

Stock prices generally advanced as most major indexes finished the week with gains. Earnings season kicked off with several large banks that showed American consumers remain resilient. S&P 500 earnings growth expectations were softened, with the most recent forecasts coming in around 0% for the fourth quarter and 0.5% for the calendar year 2023.

For the first time in more than nine weeks, the S&P 500 ended the week lower as investor sentiment showed some signs of skepticism. Analysts have been lowering S&P 500 earnings growth expectations, with the most recent forecasts coming in around 1% for the fourth quarter and calendar year 2023.

Stock prices were mixed as the S&P 500 narrowly missed out on setting a new all-time high. The S&P 500 still managed to deliver a gain for the ninth consecutive week, the longest streak since 2004. Despite the strong results, expectations have been more pessimistic in their earnings outlooks for the fourth quarter.

Equities climbed higher last week as investors contemplated the future path of monetary policy. All sizes and styles were higher, with small-cap stocks outperforming. Growth outperformed value in large and mid-cap stocks, and small-cap stocks were higher across all styles.

Equities continued the path higher last week as better than expected economic data supported the dovish tone of the fed. All sizes and styles were higher for the week but small-cap stocks outperformed. Value outperformed in large caps but underperformed in mid and small.

Equities were mixed during the week as investors sifted through labor-related economic data. Small cap stocks outperformed large cap. Year-to-date large cap trends continued with growth outperforming value. Communication services and consumer discretionary were the best-performing sectors for the week.

Fixed-income securities have grown more attractive. Thanks to higher interest rates, their returns are more enticing. What has been a challenging environment for debt holders has transformed into a more opportune environment for new debt investors or existing debt investors seeking to deploy additional capital.

Good governance is paramount for a fiduciary committee entrusted with the management and oversight of financial assets. Whether the assets are associated with a retirement plan, a foundation, or an endowment, a well-considered governance structure is crucial and will lead to optimal decision-making.

Equities were higher on the week as economic data and Fed speak supported the narrative that the rate hike cycle is at the end. All size and style factors provided positive returns, but value outperformed growth, and small-cap stocks outperformed large-cap.

Stock prices continued their march higher as the S&P 500 gained 1.04% over the holiday-shortened week, marking the fourth consecutive positive week. With nearly all third-quarter results in as of Friday, the earnings growth rate for the S&P 500 is expected to be 4.3%, which would mark the first year-over-year earnings growth since Q3 of 2022.

Stock prices moved higher for the third consecutive week as a cooler-than-expected inflation report bolstered the belief that the Fed is finished with its rate-hiking campaign. Gains for the week were relatively broad-based, with the equally weighted version outperforming the S&P 500's 2.31% return by over 1%.

Stock prices continued their move higher as the S&P 500 matched its longest winning streak in nearly two decades with eight consecutive daily gains. As earnings season comes to a close for the S&P 500, earnings growth stands at 4.1%, with 81% of companies having reported EPS above estimates, which would mark the highest beat rate since Q3 2021.

Stock prices ended the week markedly higher as the S&P 500 recorded its strongest week in over a year after signs of a cooling labor market boosted confidence that the Fed may be done raising rates.

Stock prices declined again for the week as investor sentiment was lowered by the combination of elevated bond yields and geopolitical risks. Quarterly earnings for companies in the S&P 500 were mixed but generally better than expected. Following three consecutive quarters of earnings contraction and nearly 50% of companies reported, analysts are now expecting 2.7% earnings growth in the third quarter.

Stock prices declined as the combination of rising bond yields and geopolitical concerns were headwinds for risk assets. Quarterly earnings for companies in the S&P 500 were disappointing last week and are now expected to decline -0.4% in the third quarter, following three consecutive quarters of earnings contraction.