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American Trust Retirement
American Trust Retirement provides retirement plan services — trading, custody, administration and technology — to financial intermediaries.
American Trust Retirement
American Trust Retirement was founded more than five decades ago by a group of entrepreneurs who still set the firm's ethos of independence and integrity. It operates today as part of AmericanTCS, providing the back-office infrastructure that enables partners to create their own retirement offerings without being tied to fund families or proprietary insurance products. Wealth origin is not disclosed. The firm's core business is serving financial intermediaries — plan advisors, plan sponsors, third-party administrators and financial institutions — with trading, custody and administration technology. Its lead product, WorkSaveRetire, is a retirement platform marketed to streamline plan operations and improve participant outcomes. American Trust does not deploy capital into investments on its own behalf; it is a service provider, a critical distinction from most altss-tracked entities. Its geographic footprint appears to be domestic, centered in North America. The firm does not disclose AUM, total professionals, or additional office locations publicly. Its sole known office is in Dubuque, Iowa. The firm has not announced any material operational event in the last 24 months on its website. American Trust is structurally distinct from typical Altss profiles: it is a third-party retirement plan administrator and custodian, not an asset manager or family office. Its differentiation lies in its partner-friendly model — it offers a customizable platform without proprietary products — and its longevity as a nearly 50-year-old retirement services specialist.
General information
Firm type
Asset Manager
Year founded
—
AUM
Undisclosed
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.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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