Weekly Market Update: May 16, 2022
U.S. stock prices generally declined for the sixth consecutive week as the S&P 500 inches dangerously close to bear market territory.
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!
Technology Enabled
The client experience matters. We provide easy access to technology and innovation tools to help your clients succeed.
Flexible and Effective Solutions
We don’t sell off the shelf products. We help you design curated solutions tailored to your client needs.
Focused On Your Success
Our business model is designed to help you shine. We don’t compete for clients; we help you win new ones.
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.
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.
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Extensive access to investment fund managers at the plan level.
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Help participants get the most out of their portfolios.
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More than 100 unique investment options that are designed for retirement plan participants.
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Strong historical returns and a very competitive crediting rate. For more information click here.
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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.
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401(k) Plans, 403(b) Plans, 457(b) Plans, 457(f) Plans, Defined Benefit Pension Plans, Cash Balance Plans, Pooled Employer Plans, ESOPs.
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Open Architecture, 3(38) Investment Manager (on our own models), Fund Level Fiduciary, Discretionary Trustee
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We offer bundled, unbundled or trustee only plan options. We also have talented in-house actuarial staff ready to serve your Defined Benefit needs.
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We offer a suite of 3(16) Fulfillment services to improve the efficiency of plan administration for your sponsors.
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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.
Weekly Market Update: May 9, 2022
- American Trust
U.S. stock prices generally declined for the fifth consecutive week as persistently high inflation and monetary policy remain front of mind for many investors.
Weekly Market Update: May 2, 2022
- American Trust
U.S. stock prices declined for the fourth consecutive week as the Nasdaq Composite finished the month of April down more than 13%, its worst monthly result since October 2008.
Weekly Market Update: April 25, 2022
- American Trust
U.S. stock prices posted another weekly loss, reversing trend after a solid start to the week.
Weekly Market Update: April 18, 2022
- American Trust
U.S. stock prices ended the holiday shortened week lower, led by the S&P 500's return of -2.11%.
Weekly Market Update: April 11, 2022
- American Trust
U.S. stock prices ended the first full week of the quarter lower as investors brace for rate hikes and the start of first-quarter earnings season.
Weekly Market Update: April 4, 2022
- American Trust
U.S. stock prices ended the week relatively flat after inflation concerns and continued Russian strikes erased mid-week gains.
Weekly Market Update: March 28, 2022
- American Trust
U.S. stock prices advanced for the second consecutive week as the S&P 500 reached its highest level in more than six weeks.
Weekly Market Update: March 21, 2022
- American Trust
U.S. stock prices rebounded as the Fed announced their widely anticipated decision to raise short term interest rates.
Weekly Market Update: March 14, 2022
- American Trust
U.S. stock prices fell and the Nasdaq Composite reached bear market territory, down more than 20% from its prior peak, as the Russian invasion of Ukraine intensified.
Weekly Market Update: March 7, 2022
- American Trust
U.S. stock prices declined as Russia’s invasion of Ukraine escalated and Russia was charged with a wide range of sanctions.
Weekly Market Update: February 28, 2022
- American Trust
U.S. stock market volatility surged as Russia’s invasion of Ukraine has unsettled global financial markets.
Retirement Plan Fees – 5 Questions to Ask
- American Trust
For the last 30 years or so, the retirement industry at large has done a good job at hiding or complicating fees so that only the savviest of investors have a chance at finding them. Here are 5 questions you need to ask your provider about plan fees.
Weekly Market Update: February 22, 2022
- American Trust
U.S. stock markets experienced their second consecutive week of declines as worries of a Russian invasion of Ukraine and high inflation weighed on sentiment.
What Will Your Lifestyle Cost in Retirement?
- Patrick Meyer
I’ve resisted overanalyzing my spending patterns for years, primarily because I was afraid of what I might find. But I recently embarked on the quest to discover what it costs to be me. And if I can survive the journey then you can, too.
Weekly Market Update: February 11, 2022
- American Trust
U.S. stock markets experienced another choppy week, as market sentiment appears to be in conflict between healthy earnings growth and fears over monetary tightening.
Planning for Retirement - A Millennial Perspective
- American Trust
I can’t tell you how many times I was asked what I wanted to be when I grew up. I can’t tell you all the ways people my age planned to spend their fortune when they became a superstar. I can tell you, however, that not one of those people ever mentioned saving for retirement. That was the last thing on any millennial child’s mind. But, we’re adults now.
Retirement Plan Advisors: How to Stand Out
- Monika Hubbard
Why are some advisors able to build successful, profitable, scalable retirement plan practices and others struggle with this? What makes them different? All advisors have access to the same retirement platforms, mutual funds, online tools and participant education program. What causes them to be more successful?
Weekly Market Update: February 7, 2022
- American Trust
U.S. stock prices remained volatile but ended the week with overall gains for the second consecutive week.
The Nonprofit Financial Advisor – What You Need to Know
- Billy Lanter
A nonprofit financial advisor (or institutional financial advisor as they’re sometimes called) is a niche specialist who understands and helps nonprofits manage the unique challenges and risks that organizations face.