We approach every client request with a focus on trying to make their day easier, not ours.

We Are Committed to Client’s Success

Recordkeepers and third party administrators are operating under tremendous margin pressure, while also having to constantly upgrade and adapt their technology to win and retain new business. That is why American Trust Company provides an innovative set of portfolio tools and conflict-free investment products that not only save time and expense in managing existing plans, but also provide features that will help benefits administrators win new business.  

Solutions for Benefits Administrators:  

Trading & Reporting
Simplified Model Integration
Seamlessly Trade ETFs
Auto Rollover IRAs
Abandoned Plans
Paying Agent Services
Cash Deposit Alternatives
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State-of-The-Art Custody, Trading & Reporting

Our state-of-the-art custody, trading and reporting systems integrate directly into your recordkeeping or trust accounting system, allowing full electronic processing, settlement, and reporting of trades and transactions.

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Simplified Model Integration Into Plans 

ModelxChange® is our proprietary web-based technology for trading and rebalancing of ETF and mutual fund-based portfolios, simplifying the process of coordinating all of the moving parts to manage an investment model within a retirement plan effectively.

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Seamlessly Trade ETFs in Retirement Plans 

ETFxChange® is American Trust Custody’s industry-leading platform to allow recordkeepers the ability to handle ETFs using the same systems and processes they already have in place for trading mutual funds.

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Reduce Plan Costs and Administration Headaches of Abandoned 401(k) Accounts with Auto Rollover IRAs 

Former employees that leave behind small balances in their employer-sponsored 401(k)’s can become an expensive administrative headache for the plan sponsor, as they lead to increased participant counts and thus higher plan costs, not to mention increased fiduciary liability.

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Eliminate Plan Performance Drag of Abandoned Plans  

Abandoned plans cause serious issues for service providers. Our Abandoned Retirement Plan Service can help recordkeepers bring plans of all sizes to a successful resolution, even those plans with other custodians.

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Paying Agent Services for Outside Assets

American Trust Custody offers an extensive line of paying agent services for plans in custody with us or held elsewhere. Our services may be the perfect solution for those looking to outsource 1099 production and other related services for balance forward plans or plans held in brokerage accounts.

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Alternative Cash Deposit Solution 

In today’s world of floating NAVs, liquidity fees, and suspension gates, the yield of the fund isn’t the only impact that choice will have on cash held in participant accounts. DepositxChange® is an American Trust Custody multi-bank, cash deposit option that functions like a daily accrual money market mutual fund and integrates seamlessly with recordkeeper platforms.

We separate ourselves from the competition not in what we provide, but in how our trust and custody services are uniquely delivered.

Our success reflects a long-held philosophy of combining the ethic of relationship-centric customer service with a sharp focus on advancing technology to produce operational efficiencies and competitive advantages. In today’s marketplace, customers appreciate American Trust Custody’s financial strength, reputation, and performance as a services partner, as well as its commitment as a business partner to provide an unmatched level of personal support.

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