A collection of resources to help you on your financial journey.
Enjoy this collection of insights from our team at American Trust.
AT Retirement Services, LLC (American Trust Retirement), a leading, full-service provider of retirement solutions to financial intermediaries and their clients, has acquired Stanley Benefit Services, Inc., an independent employee benefits consulting firm based in Greensboro, NC, specializing in retirement plan administration.
Chief Revenue Officer, Micah DiSalvo, discusses how the current hesitancy over how PEPs will take shape, will be overcome by appreciation among advisers and sponsors alike at the prospect of expanding retirement coverage, sources say.
American Trust, a leading, full-service provider of retirement solutions to small- and mid-sized plan sponsors, has partnered with TAG Resources (“TAG”) to introduce a Pooled Employer Plan (“PEP”), allowing small, unrelated companies to pool their resources and provide a workplace retirement plan benefit to their employees
American Trust Board Member, Dr. Gregory Kasten, discussed the effects of COVID-19 on retirement plan litigation. "If you get into a prolonged decline, where it’s quarter after quarter of losing results, and you see a lot of participants losing a lot more money than you thought, you will see litigation from that."