American Trust Retirement logo

American Trust Retirement Employee Directory

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.

Find American Trust Retirement employees' phone numbers or email addresses

American Trust Retirement Global Highlights

Location
Employees

North America
190

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  • United States Of America
    189
  • Canada
    1

Europe
2

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  • Germany
    2

Asia
1

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  • Bangladesh
    1

American Trust Retirement's Leadership

  • Stylized image of a person
    K. F.
    Chief Investment Officer
    Phone icon
  • Stylized image of a person
    A. M.
    Vice President - Consulting Actuary
    Phone icon
  • Stylized image of a person
    A. F.
    Vp Specialty Services Group
    Phone icon
  • Stylized image of a person
    D. S.
    V President
    Phone icon
  • Stylized image of a person
    M. C.
    Partner
    Phone icon
  • Stylized image of a person
    T. G.
    V President
    Phone icon
  • Stylized image of a person
    D. M.
    Second Vice President & Trust Officer
    Phone icon
  • Stylized image of a person
    D. C.
    Assistant Vice President Team Leader Defined Contribution
    Phone icon

American Trust Retirement Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Legal
  • Finance
  • Sales
  • Program & Project Management
  • Other
  • Accounting

Contact profiles from American Trust Retirement

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    K. F.
    Chief Investment Officer
    Phone icon
    Jul 14, 2026
  • Stylized image of a person
    D. S.
    V President
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    M. C.
    Partner
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    T. G.
    V President
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    A. M.
    Vice President - Consulting Actuary
    Phone icon
    Jul 13, 2026
  • Stylized image of a person
    D. M.
    Second Vice President & Trust Officer
    Phone icon
    Jun 02, 2026
  • Stylized image of a person
    D. C.
    Assistant Vice President Team Leader Defined Contribution
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    M. M. S.
    Director Of Operations
    Phone icon
    CanadaSaskatchewan
    Jun 29, 2026
  • Stylized image of a person
    N. C.
    Regional Sales Director
    Phone icon
    Jun 18, 2026
  • Stylized image of a person
    A. D.
    Associate Regional Sales Director
    Phone icon
    Jun 26, 2026

Frequently Asked Questions

What is American Trust Retirement known for?

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American Trust Retirement was founded in 1911 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore American Trust Retirement's company overview page for more information.

What is American Trust Retirement's most common email format?

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American Trust Retirement employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more American Trust Retirement email formats with LeadIQ.

How many employees does American Trust Retirement have currently?

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American Trust Retirement has approximately 334 employees as of July 2026. These team members are located across 3 continents, including North AmericaEuropeAsia.

Who are American Trust Retirement's key employees and leadership?

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As of July 2026, American Trust Retirement's key employees include:

  • Chief Investment Officer: K. F.
  • Vice President - Consulting Actuary: A. M.
  • Vp Specialty Services Group: A. F.
  • V President: D. S.
  • Partner: M. C.

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