Strong Industry Position American Trust Retirement operates within the highly competitive financial services sector, serving small- and mid-sized plans, and manages assets exceeding 120 billion dollars. This indicates significant market presence and potential for expanding relationships with plan sponsors and advisors seeking comprehensive retirement solutions.

Innovative Retirement Solutions The company recently launched new retirement products including WorkSaveRetire and partnerships with Allianz Life, highlighting their focus on innovative, comprehensive offerings that address retirement readiness and income guarantees—an attractive proposition for clients looking for advanced retirement planning tools.

Digital Engagement Efforts Enhanced digital initiatives such as participant how-to videos and an investment in content development show a commitment to employee engagement and client education, creating opportunities to upsell digital platforms and personalized financial planning services.

Asset Growth Opportunities With assets under custodian exceeding 120 billion dollars and recent investments in stake acquisitions, there are clear opportunities for sales teams to target high-net-worth clients and plan sponsors interested in custody and recordkeeping services to deepen wallet share.

Technology-Driven Platform Using a technology stack that includes analytics, web optimization, and tracking tools, American Trust Retirement emphasizes a modern, scalable platform—presenting an opportunity for technology vendors and service providers to offer complementary solutions that enhance their operational efficiency and user experience.