American Trust Retirement Email Format

Financial ServicesKentucky, United States201-500 Employees

American Trust Retirement is a mid-sized financial services firm based in Lexington, Kentucky, that provides retirement plan solutions to advisors serving small- and mid-sized employer-sponsored plans. The firm was founded by entrepreneurs who emphasize innovation and integrity in pursuing better financial outcomes for participants and sponsors. Its offerings aim to support retirement readiness for participants while safeguarding the interests of plan sponsors.

The company has introduced programs and solutions for advisors, including a comprehensive retirement solution and the WorkSaveRetire program. It has implemented operational updates such as Auto ACH processing for 401(k) contributions and loan repayments and is developing a series of participant how-to videos. In 2024, the company announced a partnership with Allianz Life Insurance Company to add a guaranteed lifetime income annuity to defined contribution retirement plans on the American Trust Platform.

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