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 - Central & West Territories

Angela Durham

Associate Regional Sales Director


Kevin McDevitt

Regional Sales Director - Central & West Territories

Angela Durham

Associate Regional Sales Director


Jerrod Weiss

Regional Sales Director - East Territory

Angela Durham

Associate Regional Sales Director


Kevin McDevitt

Regional Sales Director - Central & West Territories

Rebekah Meredith

Associate Regional Sales Director


Kevin McDevitt

Regional Sales Director - Central & West Territories

Angela Durham

Associate Regional Sales Director


Kevin McDevitt

Regional Sales Director - Central & West Territories

Angela Durham

Associate Regional Sales Director


Kevin McDevitt

Regional Sales Director - Central & West Territories

Angela Durham

Associate Regional Sales Director


Kevin McDevitt

Regional Sales Director - Central & West Territories

Angela Durham

Associate Regional Sales Director


Kevin McDevitt

Regional Sales Director - Central & West Territories

Angela Durham

Associate Regional Sales Director


Kevin McDevitt

Regional Sales Director - Central & West Territories

Angela Durham

Associate Regional Sales Director


Kevin McDevitt

Regional Sales Director - Central & West Territories

Angela Durham

Associate Regional Sales Director


Kevin McDevitt

Regional Sales Director - Central & West Territories

Angela Durham

Associate Regional Sales Director


Kevin McDevitt

Regional Sales Director - Central & West Territories

Angela Durham

Associate Regional Sales Director


Kevin McDevitt

Regional Sales Director - Central & West Territories

Angela Durham

Associate Regional Sales Director


Kevin McDevitt

Regional Sales Director - Central & West Territories

Angela Durham

Associate Regional Sales Director


Kevin McDevitt

Regional Sales Director - Central & West Territories

Rebekah Meredith

Associate Regional Sales Director


Jay C. Palmer

SVP - Institutional Sales Consultant

Rebekah Meredith

Associate Regional Sales Director


Kevin McDevitt

Regional Sales Director - Central & West Territories

Rebekah Meredith

Associate Regional Sales Director


Kevin McDevitt

Regional Sales Director - Central & West Territories

Rebekah Meredith

Associate Regional Sales Director


Kevin McDevitt

Regional Sales Director - Central & West Territories

Rebekah Meredith

Associate Regional Sales Director


Kevin McDevitt

Regional Sales Director - Central & West Territories

Rebekah Meredith

Associate Regional Sales Director


Kevin McDevitt

Regional Sales Director - Central & West Territories

Rebekah Meredith

Associate Regional Sales Director


Kevin McDevitt

Regional Sales Director - Central & West Territories

Rebekah Meredith

Associate Regional Sales Director


Kevin McDevitt

Regional Sales Director - Central & West Territories

Rebekah Meredith

Associate Regional Sales Director


Kevin McDevitt

Regional Sales Director - Central & West Territories

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


Kevin McDevitt

Regional Sales Director - Central & West Territories

Rebekah Meredith

Associate Regional Sales Director


Kevin McDevitt

Regional Sales Director - Central & West Territories

Rebekah Meredith

Associate Regional Sales Director


Kevin McDevitt

Regional Sales Director - Central & West Territories

Rebekah Meredith

Associate Regional Sales Director


Kevin McDevitt

Regional Sales Director - Central & West Territories

Rebekah Meredith

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


Kevin McDevitt

Regional Sales Director - Central & West Territories

Rebekah Meredith

Associate Regional Sales Director


Kevin McDevitt

Regional Sales Director - Central & West Territories

Rebekah Meredith

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.

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.

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Equities ended the week relatively flat as investors digested a bevy of economic data and news releases. Continued uncertainty regarding the path of monetary policy and elevated bond yields challenged higher valuation multiples. Style trends reversed as value outperformed growth while size factors were mixed with mid-cap stocks underperforming large and small-cap.

Equities retreated last week as the economy continued to show strength. Despite a relatively light week for economic releases, market participants once again prepare for the possibility of further rate hikes.

U.S. stock indexes rallied on a mix of economic data. Indications of moderating inflation and a loosening labor market gave investors confidence that the Fed rate hiking cycle is nearing the end.

Time is perhaps the most influential piece in the financial planning puzzle. In his days, Albert Einstein contributed extensively to humanity’s understanding of the complexities of time, and he has provided some of the absolute best, uncomplicated, explanations of what time is and represents.

Earlier this year the dreaded “R” word - Recession - was on everyone’s mind. And with good reason. Fears of a recession have subsided as the US economy has remained buoyant. Analysts are lately forecasting that 2023 will end on a high note giving hope to investors of clawing back some of the nest egg value lost in last year’s decline.