American Trust Retirement is a promise kept for more than 50 years to help clients succeed on their retirement savings paths. Today, we are more than 120 people focused on one thing – improving retirement outcomes for you and your employees.
At ATR, we believe that the best way to help you succeed is to listen, understand your needs and then present a solution designed to fit you rather than expect you to fit a product off the shelf. Our focus on expert plan design, fiduciary oversight, discretionary trust services, cost efficiency, service, and technology creates a retirement plan experience you can count on to help you create good retirement outcomes.
How We Got Here
ATR started in the 1950s as part of American Trust Bank of Dubuque, Iowa and has long been a leading full-service provider of retirement services to small-to-mid-sized plan sponsors.
In early 2019, ATR was acquired by First Mercantile Trust, a subsidiary of EdgeCo Holdings. Edgeco, which also includes Mid Atlantic Capital Group, touches more than 15% of all retirement plans in the U.S.
client assets under custody or administration
serving 8,000 financial advisors
serving 500 financial institutions
Our Industry Footprint
For over four decades, EdgeCo companies have provided a suite of technology and support services including full-service retirement plan administration, brokerage, advisory, and trust and custody services to a diverse national client base of financial intermediaries.
This client base includes registered representatives, investment advisors, and other financial intermediaries including retirement plan recordkeepers, TPAs, bank trust departments, broker dealers, and insurance companies.
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Our retirement plan teams support thousands of employers with expert consulting, technologies and service that drive better retirement plan experiences that drive better retirement outcomes.
That’s our sole focus and commitment. That’s ATR.
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American Trust Retirement is 120 people focused on one thing – improving retirementfor you and your employees.
©American Trust Retirement, a division of First Mercantile Trust
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