Company Research Report: American Trust Retirement

Company Overview

• Name of the Company: American Trust Retirement

• Mission of the Company: To provide financial security for retirement savers, embodying the American spirit with a focus on innovation, integrity, and personalized financial solutions.

• Founding Information: The company has been collaborating with financial intermediaries for almost 50 years and was founded by hard-working, forward-thinking entrepreneurs.

• Key People:

• Paul Schneider - CEO AmericanTCS, CEO EdgeCo Holdings

• Kevin Thompson - Chief Administrative Officer

• Brian Lenz - Chief Sales Officer, AmericanTCS

• Jonathan Duggan - National Sales Manager

• Mary Jo Totten - Human Resources Director

• Chris Broussard - Chief Marketing Officer

• Erin Timmerman - Senior Vice President and General Counsel

• James Pratt - Chief Risk Officer

• Headquarters: No information is available.

• Number of Employees: No information is available.

• Revenue: No information is available.

• What is the Company Known For: Specializes in the retirement industry, offering trading, custody, administration, and technology solutions to financial intermediaries. The company is known for its dedication to a customized approach without being bound to any proprietary products.

Products and Services

• Category: Financial & Retirement Services

• Products Offered:

• Retirement Plans: Over 7,000 retirement plans with more than 265,000 participants. These are a key part of the offerings.

• Investment Solutions:

• Managed Accounts

• ModelxChange

• Collective Investment Trust (CIT) Funds

• DepositxChange

• Self-Directed Brokerage Accounts

• Technology Solutions:

• Hub+: Workflow automation solution for modernizing trade processing.

• PensionPro: Leader in workflow management software for Third-Party Administrators.

• Stable Value Fund - Low volatility investment option with MetLife Insurance Company providing a return guarantee.

• Fiduciary Services:

• FiduciaryxChange: Provides services to reduce the risk and administrative burden of adhering to ERISA guidelines.

Recent Developments

• New Products Launched:

• WorkSaveRetire: Launched in July 2024.

• New Features or Enhancements: No specific features mentioned.

• Partnerships and Collaborations: MetLife provides crucial support for the Stable Value Fund, indicating a partnership.

Key Features of Products

• Retirement Plans:

• Broad range of plans to ensure financial security for all participants.

• Emphasis on innovation and tailored solutions.

• Investment Solutions:

• Flexible and customized to suit the needs of advisors and their clients.

• Offers a sophisticated platform for managing investments.

• Technology Solutions:

• Facilitate smooth, automated operations with cutting-edge software.

• Designed to save time and reduce operational errors for partners.

• Fiduciary Services:

• Comprehensive support for compliance with regulations.

• Offers a high standard of care with specialized services for plan sponsors and advisors.

• Stable Value Fund:

• Guarantees low volatility with intermediate bond-like returns.

• Managed by top financial players like Goldman Sachs and BlackRock, ensuring robustness and reliability.

This report provides a detailed overview of American Trust Retirement's current business landscape, including their central role in the retirement planning industry, their product offerings, and recent developments. The company’s dedication to innovation and customized solutions is evident across its products and services. However, detailed financial metrics and precise employee statistics were not available in the dataset provided.