Plan Advisors

Improve your outcome by improving participant outcomes.

We are in this business for the same reason you are, to help participants achieve their retirement dreams.  No one knows your clients’ financial dreams better than you.  We’re here to provide you with the support, resources and innovation you need to help make those dreams a reality.  This isn’t just talk- ask us to prove it!

Let's Connect

American Trust is proud to provide our partners with a team of industry leaders.

Your Team

Support from American Trust helps you focus on your clients.

Jack Moody

Regional Sales Director

Erin Persinger

Senior Associate Regional Director


Jack Moody

Regional Sales Director

Erin Persinger

Senior Associate Regional Director


Jerrod Weiss

Regional Sales Director

Tramica Morris

Associate Regional Director


Kevin McDevitt

Regional Sales Director

Tramica Morris

Associate Regional Director


Jack Moody

Regional Sales Director

Erin Persinger

Senior Associate Regional Director


Jack Moody

Regional Sales Director

Erin Persinger

Senior Associate Regional Director


Jack Moody

Regional Sales Director

Erin Persinger

Senior Associate Regional Director


Jack Moody

Regional Sales Director

Erin Persinger

Senior Associate Regional Director


Jack Moody

Regional Sales Director

Erin Persinger

Senior Associate Regional Director


Jack Moody

Regional Sales Director

Erin Persinger

Senior Associate Regional Director


Jack Moody

Regional Sales Director

Erin Persinger

Senior Associate Regional Director


Jack Moody

Regional Sales Director

Erin Persinger

Senior Associate Regional Director


Jack Moody

Regional Sales Director

Erin Persinger

Senior Associate Regional Director


Jack Moody

Regional Sales Director

Erin Persinger

Senior Associate Regional Director


Jack Moody

Regional Sales Director

Erin Persinger

Senior Associate Regional Director


Kevin McDevitt

Regional Sales Director

Tramica Morris

Associate Regional Director


Kevin McDevitt

Regional Sales Director

Tramica Morris

Associate Regional Director


Kevin McDevitt

Regional Sales Director

Tramica Morris

Associate Regional Director


Kevin McDevitt

Regional Sales Director

Tramica Morris

Associate Regional Director


Kevin McDevitt

Regional Sales Director

Tramica Morris

Associate Regional Director


Kevin McDevitt

Regional Sales Director

Tramica Morris

Associate Regional Director


Kevin McDevitt

Regional Sales Director

Tramica Morris

Associate Regional Director


Kevin McDevitt

Regional Sales Director

Tramica Morris

Associate Regional Director


Kevin McDevitt

Regional Sales Director

Tramica Morris

Associate Regional Director


Kevin McDevitt

Regional Sales Director

Tramica Morris

Associate Regional Director


Jerrod Weiss

Regional Sales Director

Tramica Morris

Associate Regional Director


Jerrod Weiss

Regional Sales Director

Tramica Morris

Associate Regional Director


Jerrod Weiss

Regional Sales Director

Tramica Morris

Associate Regional Director


Jerrod Weiss

Regional Sales Director

Tramica Morris

Associate Regional Director


Jerrod Weiss

Regional Sales Director

Tramica Morris

Associate Regional Director


Kevin McDevitt

Regional Sales Director

Tramica Morris

Associate Regional Director


Kevin McDevitt

Regional Sales Director

Tramica Morris

Associate Regional Director


Kevin McDevitt

Regional Sales Director

Tramica Morris

Associate Regional Director


Kevin McDevitt

Regional Sales Director

Tramica Morris

Associate Regional Director


Jerrod Weiss

Regional Sales Director

Tramica Morris

Associate Regional Director


Jerrod Weiss

Regional Sales Director

Tramica Morris

Associate Regional Director


Jerrod Weiss

Regional Sales Director

Tramica Morris

Associate Regional Director


Jerrod Weiss

Regional Sales Director

Tramica Morris

Associate Regional Director


Jerrod Weiss

Regional Sales Director

Tramica Morris

Associate Regional Director


Jerrod Weiss

Regional Sales Director

Tramica Morris

Associate Regional Director


Jerrod Weiss

Regional Sales Director

Tramica Morris

Associate Regional Director


Jerrod Weiss

Regional Sales Director

Tramica Morris

Associate Regional Director


Jerrod Weiss

Regional Sales Director

Tramica Morris

Associate Regional Director


Jerrod Weiss

Regional Sales Director

Tramica Morris

Associate Regional Director


Jerrod Weiss

Regional Sales Director

Tramica Morris

Associate Regional Director


Jerrod Weiss

Regional Sales Director

Tramica Morris

Associate Regional Director


Jerrod Weiss

Regional Sales Director

Tramica Morris

Associate Regional Director


Kevin McDevitt

Regional Sales Director

Tramica Morris

Associate Regional Director


Kevin McDevitt

Regional Sales Director

Tramica Morris

Associate Regional Director


Jerrod Weiss

Regional Sales Director

Tramica Morris

Associate Regional Director


Use the interactive map to find your dedicated team of professionals.

SUCCESS IS OUR COMPASS

Investment Philosophy

At American Trust, participant success is always our compass.  An integral component of this is an investment process that effectively positions participants for success and is also flexible, allowing you, the advisor, to fulfill whatever investment role makes sense for you and your practice.  Advisors that work with us can manage the investment selections, leverage our models or even take advantage of our powerful Managed Account Platform.

INVESTMENT OPTIONS

Investment options to help navigate your participants to success

  • Extensive access to investment fund managers at the plan level.
  • Help participants get the most out of their portfolios.
  • More than 100 unique investment options that are designed for retirement plan participants.
  • Strong historical returns and a very competitive crediting rate. For more information click here.
  • To help account for changing market conditions, allowing for growth in good markets and defending against losses during major downturns.

Helping clients achieve retirement success doesn’t have to be difficult.

YOUR RETIREMENT SOLUTIONS

Curate solutions to best meet your client needs.

Let’s face it, the industry is complex, but we are here to help curate solutions to best meet your client needs. These are just a few of the many capabilities, expertise and strategic partnerships that we can deliver.

  • 401(k) Plans, 403(b) Plans, 457(b) Plans, 457(f) Plans, Defined Benefit Pension Plans, Cash Balance Plans, Pooled Employer Plans, ESOPs, Solo(k).
  • Open Architecture, 3(38) Investment Manager (models and fund lineup), Employee Managed Accounts, 3(16) Services
  • We offer bundled, unbundled or trustee only plan options. We also have talented in-house actuarial staff ready to serve your Defined Benefit needs.
  • We offer a suite of 3(16) Fulfillment services to improve the efficiency of plan administration for your sponsors.
  • We are pleased to offer both 180 and 360 payroll integration to help your sponsors eliminate the manual process of sending data from the payroll file.  Click here to see our current list of payroll providers.

Contact Us

If you want to produce a massively improved outcome story, work your way - not the providers way, offer customized plan solutions for your clients, or leverage an infrastructure to build and scale your business.

Lexington was honored to host some of the finest thoroughbreds in the world during the Breeders’ Cup World Championship. As we reflect on that experience and the international flair accompanying it, it’s hard not to contemplate at least some of the potential implications our local experiences may have for the world beyond. Inflation, perhaps?

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