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American Trust Retirement
American Trust Retirement has been providing Mutual funds, IRAs, ETFs, 401(k) plans, and more for over 50 years. We work with you to define your goals and...
Overview
American Trust Retirement has been providing Mutual funds, IRAs, ETFs, 401(k) plans, and more for over 50 years. We work with you to define your goals and tailor a personalized investment plan so you can achieve them. Contact us today.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
City
Dubuque
Corporate office
Dubuque, IA, United States
Frequently asked questions
Is American Trust Retirement a retirement plan provider or an asset manager?
American Trust is a retirement services provider, not a traditional asset manager. It offers trading, custody, administration and technology solutions that enable financial intermediaries to create their own retirement offerings. The firm does not manage third-party assets in pooled vehicles or deploy its own capital into investments.
Who is the parent company of American Trust Retirement?
American Trust is part of the AmericanTCS business, as disclosed on its website. The exact ownership structure and relationship to any broader holding company are not public.
What is WorkSaveRetire?
WorkSaveRetire is American Trust's retirement plan platform, described on the firm's website as an innovative solution that streamlines plan operations, enhances sponsor satisfaction and frees up time for advisors to scale their businesses. It is a technology offering for the retirement plan intermediary channel.
Does American Trust Retirement work directly with individual participants?
The firm's website lists Plan Participants as one of its service categories, but the primary relationship is with advisors, plan sponsors and third-party administrators. Participants access the platform through their employer-sponsored plan.
Where is American Trust Retirement headquartered?
The firm's headquarters is in Dubuque, Iowa, United States. Its website does not list additional office locations.
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