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.

Jack Moody

Regional Sales Director

Erin Persinger

Senior Associate Regional Director


Jack Moody

Regional Sales Director

Erin Persinger

Senior Associate Regional Director


Jerrod Weiss

Regional Sales Director

Tramica Morris

Associate Regional Director


Kevin McDevitt

Regional Sales Director

Tramica Morris

Associate Regional Director


Jack Moody

Regional Sales Director

Erin Persinger

Senior Associate Regional Director


Jack Moody

Regional Sales Director

Erin Persinger

Senior Associate Regional Director


Jack Moody

Regional Sales Director

Erin Persinger

Senior Associate Regional Director


Jack Moody

Regional Sales Director

Erin Persinger

Senior Associate Regional Director


Jack Moody

Regional Sales Director

Erin Persinger

Senior Associate Regional Director


Jack Moody

Regional Sales Director

Erin Persinger

Senior Associate Regional Director


Jack Moody

Regional Sales Director

Erin Persinger

Senior Associate Regional Director


Jack Moody

Regional Sales Director

Erin Persinger

Senior Associate Regional Director


Jack Moody

Regional Sales Director

Erin Persinger

Senior Associate Regional Director


Jack Moody

Regional Sales Director

Erin Persinger

Senior Associate Regional Director


Jack Moody

Regional Sales Director

Erin Persinger

Senior Associate Regional Director


Kevin McDevitt

Regional Sales Director

Tramica Morris

Associate Regional Director


Kevin McDevitt

Regional Sales Director

Tramica Morris

Associate Regional Director


Kevin McDevitt

Regional Sales Director

Tramica Morris

Associate Regional Director


Kevin McDevitt

Regional Sales Director

Tramica Morris

Associate Regional Director


Kevin McDevitt

Regional Sales Director

Tramica Morris

Associate Regional Director


Kevin McDevitt

Regional Sales Director

Tramica Morris

Associate Regional Director


Kevin McDevitt

Regional Sales Director

Tramica Morris

Associate Regional Director


Kevin McDevitt

Regional Sales Director

Tramica Morris

Associate Regional Director


Kevin McDevitt

Regional Sales Director

Tramica Morris

Associate Regional Director


Kevin McDevitt

Regional Sales Director

Tramica Morris

Associate Regional Director


Jerrod Weiss

Regional Sales Director

Tramica Morris

Associate Regional Director


Jerrod Weiss

Regional Sales Director

Tramica Morris

Associate Regional Director


Jerrod Weiss

Regional Sales Director

Tramica Morris

Associate Regional Director


Jerrod Weiss

Regional Sales Director

Tramica Morris

Associate Regional Director


Jerrod Weiss

Regional Sales Director

Tramica Morris

Associate Regional Director


Kevin McDevitt

Regional Sales Director

Tramica Morris

Associate Regional Director


Kevin McDevitt

Regional Sales Director

Tramica Morris

Associate Regional Director


Kevin McDevitt

Regional Sales Director

Tramica Morris

Associate Regional Director


Kevin McDevitt

Regional Sales Director

Tramica Morris

Associate Regional Director


Jerrod Weiss

Regional Sales Director

Tramica Morris

Associate Regional Director


Jerrod Weiss

Regional Sales Director

Tramica Morris

Associate Regional Director


Jerrod Weiss

Regional Sales Director

Tramica Morris

Associate Regional Director


Jerrod Weiss

Regional Sales Director

Tramica Morris

Associate Regional Director


Jerrod Weiss

Regional Sales Director

Tramica Morris

Associate Regional Director


Jerrod Weiss

Regional Sales Director

Tramica Morris

Associate Regional Director


Jerrod Weiss

Regional Sales Director

Tramica Morris

Associate Regional Director


Jerrod Weiss

Regional Sales Director

Tramica Morris

Associate Regional Director


Jerrod Weiss

Regional Sales Director

Tramica Morris

Associate Regional Director


Jerrod Weiss

Regional Sales Director

Tramica Morris

Associate Regional Director


Jerrod Weiss

Regional Sales Director

Tramica Morris

Associate Regional Director


Jerrod Weiss

Regional Sales Director

Tramica Morris

Associate Regional Director


Jerrod Weiss

Regional Sales Director

Tramica Morris

Associate Regional Director


Kevin McDevitt

Regional Sales Director

Tramica Morris

Associate Regional Director


Kevin McDevitt

Regional Sales Director

Tramica Morris

Associate Regional Director


Jerrod Weiss

Regional Sales Director

Tramica Morris

Associate Regional 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.

The “golden ratio” is a mathematical concept that has influenced civilizations and cultures for centuries. Its direct influence ranges from the design of the Egyptian pyramids to modern-day database management and encryption. It is no surprise that the 60% equity and 40% fixed income (60/40) asset allocation has become a symbol of balance and symmetry in portfolio theory. It is an empirically beautiful and truly harmonious keepsake in the field of portfolio management.

One of the provisions in the new SECURE 2.0 Act permits a 529 Plan account beneficiary to roll unused dollars from a 529 Plan into a Roth IRA. But watch out! The SECURE 2.0 act specifies rules and conditions that must be met before the 529 Plan funds can be safely rolled into the Roth IRA.

The Secure 2.0 Act is a piece of legislation designed to improve retirement security for Americans. Among other things, the Act includes provisions to expand access to employer-sponsored retirement plans, increase catch-up contributions and retirement plan limits, and introduces new Required Minimum Distribution (RMD) rules.

The Consolidated Appropriations Act of 2023 signed into law on December 29, 2022, contains the long-awaited provisions of SECURE 2.0. This is a counterpart to the original Setting Every Community Up for Retirement Enhancement Act (SECURE Act) of 2019. SECURE 2.0 enhances and builds upon the original to help increase retirement savings in America.

U.S. stock prices finished with modest losses for the final week of the year. The S&P 500 closed out the year down more than 18% as investors grappled with higher interest rates and a slowing economy.

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