Focus on what matters most. With WorkSaveRetire, let us handle the complexities of plan governance, regulations, audits and 5500s, while you focus on growing your business. Learn more about how WorkSaveRetire’s comprehensive service package can simplify your responsibilities. #WorkSaveRetire #AmericanTrustRetirement https://lnkd.in/gxm_he4Q
American Trust Retirement
金融服务
Lexington，Kentucky 3,476 位关注者
Collaborating with financial intermediaries to provide successful financial outcomes for more than 50 years
关于我们
Our firm was founded by hard-working, forward-thinking entrepreneurs truly embodying the American spirit. Through their dedication to innovation, integrity and desire to help people achieve a successful financial outcomes, American Trust has been a leader in the industry for decades.
- 网站
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www.americantrustretirement.com
American Trust Retirement的外部链接
- 所属行业
- 金融服务
- 规模
- 201-500 人
- 总部
- Lexington，Kentucky
- 类型
- 私人持股
- 创立
- 1911
地点
American Trust Retirement员工
动态
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Weekly Market Summary for the week of 3.7.2025: Markets Tumble as New Tariffs Take Effect #AmericanTrustRetirement #WeeklySummary https://lnkd.in/gU78Jjv7
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Weekly Market Summary for the week of 2.28.2025: Markets Slide Lower on Continued Policy Uncertainty #AmericanTrustRetirement #WeeklySummary https://lnkd.in/gTdw37ZE
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Weekly Market Summary for the week of 2.21.2025: Valuation Concerns Slow Down Momentum Rally #AmericanTrustRetirement #WeeklySummary https://lnkd.in/dFrZUT4P
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Weekly Market Summary for the week of 2.14.2025: Stocks Climb Despite Rising Inflation #AmericanTrustRetirement #WeeklySummary https://lnkd.in/gb96fWzd
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In honor of Black History Month, we celebrate the trailblazing Black leaders who have paved the way for future generations within the finance industry. Learn how these 5 figures changed, and continue to impact, our industry - https://lnkd.in/emQuRJkC #BlackHistoryMonth #FinanceIndustry
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In recognition of Presidents Day, American Trust Retirement will be closed Monday, February 17. We hope everyone has a safe and happy holiday! #AmericanTrustRetirement #PresidentsDay
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In her latest blog, Rebekah Meredith breaks down state-mandated retirement plans. She explores their benefits, drawbacks and how they compare to traditional 401(k) plans. Check out the link below to learn more! https://lnkd.in/gR42Wjpc #AmericanTrustRetirement #RetirementPlanning #401k
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An Investment Policy Statement (IPS) is a key tool for providing a structured framework to guide investment decisions. Kevin Freehardt, Chief Investment Officer at American Trust Retirement, and Justin Morgan, Director of Fiduciary Consulting and Advisor Solutions at American Trust Wealth, explain why now is the perfect time to revisit your IPS. Read more – https://lnkd.in/ej_jdnM8 #AmericanTrust #IPS #investmentstrategy
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Weekly Market Summary for the week of 02.05.2025: Tariff Uncertainty Sends Markets Lower https://lnkd.in/gnHX8Kau #AmericanTrustRetirement #WeeklySummary