The latest news & insights from American Trust.
Enjoy this collection of insights from our team at American Trust.
Retirement plan committee members assume a significant responsibility, and as Diana Jordan, Senior Retirement Plan Consultant, told PLANSPONSOR’s Lee Barney, proper education and training help position them for success.
Abby Vaughn, Business Development Director, received the Volunteer of the Year Award given by Commerce Lexington. This award is presented annually to the person who best demonstrates the volunteer spirit, in both their participation and the effectiveness and outcome of their effort. We're proud to have Abby on our team!
Following on the acquisitions of First Mercantile Trust and American Trust Retirement, EdgeCo Holdings, the parent company, embarked on a course to build a recognizable brand for its full-service record-keeping business.
Diana Jordan, Senior Retirement Plan Consultant, spoke with PLANSPONSOR on steps plan sponsors should take when accepting a rollover.