American Trust Company Signs Agreement to Acquire LT Trust Company
American Trust Company (American Trust), a leading, full-service provider of retirement solutions to small- and mid-sized plan sponsors, has signed a definitive agreement to acquire Denver based LT Trust Company (LT Trust), a national retirement plan provider and recordkeeper.
- American Trust Company (American Trust), a leading, full-service provider of retirement solutions to small- and mid-sized plan sponsors, has signed a definitive agreement to acquire Denver based LT Trust Company (LT Trust), a national retirement plan provider and recordkeeper.
- Chairman and CEO Bob Beriault will continue as a consultant to American Trust, as well as a shareholder, and the firms approximately 100 employees will all join American Trust at the close of the transaction.
- LT Trust shares our deep commitment to advisor success, evident through the development of their advanced technology platforms and effective experience-driven solutions, said Micah DiSalvo, Chief Revenue Officer at American Trust.
- American Trust is a leading, full-service provider of retirement plan solutions to advisors serving the small- and mid-sized plan market.